Trusts & Estates: Estate Planning After 2010


Trusts & Estates magazine recently compiled a list of resources for planning under the new Federal estate tax law. The list references an article on portability that I wrote earlier this year (but don’t let that detract from the quality of the other resources featured there!). Here’s the introduction to the list:

“In the January 2011 Tech Review 2011 Tax Law Changes, we discussed the estate and gift tax changes created by the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Act) and their application to estate and gift tax related planning software. Enough time has now passed to note a number of new commentaries on the 2010 Act that have appeared on the Internet. Here are references to the most useful of these commentaries and summaries of their content …”

Please see full alert below for more information and links.

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DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

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