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DWT Estate Planning Update

From time to time, we provide updates in the estate planning area. While the November 2022 federal elections resulted in a divided Congress that dampens the likelihood of major federal tax legislation, we thought this would...more

No Time Like the Present: Estate Planning Strategies for Potential Changes in 2021 and Beyond

The Estate Planning Team at Davis Wright Tremaine LLP issues advisories regularly to communicate important law changes and other matters of interest to our clients, their advisors, and our friends. The 2020 presidential...more

Time to Take Advantage of Unique Opportunities for Family Business Succession Planning

The current combination of some of the lowest interest rates in history, high federal gift tax exemptions, and lower asset values creates a unique planning opportunity for those family business owners who wish to engage in...more

Estate Planning Considerations in the COVID-19 Era (Updated)

Update April 20: This blog has been updated to reflect updated guidance about estate planning considerations. Over the past several weeks, federal and state agencies have taken extraordinary steps to address the impact of...more

Estate Planning Considerations in the COVID-19 Era

Over the past several weeks, federal and state agencies have taken extraordinary steps to address the impact of COVID-19, including those with respect to tax and probate filings. This advisory provides updates on extensions...more

The Importance of Planning Ahead for Succession of a Family Business with Active and Inactive Family Participants

You have spent a substantial portion of your life building or continuing a successful family business, and you have some children (or other family members) who are active in the business and others who are not. How do you...more

Tips for Harmonious Joint Family Ownership of Vacation Properties

With proper planning, owning vacation property with other family members can be a pleasant and even bonding experience. The key is to determine, as early as possible, what the parties expect and desire from the property...more

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