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Trusts and Estates 3rd Quarter Bulletin

Partner Michael D. Whitty, member of the Corporate Practice Group and Trusts and Estates Practice Group, authored a 3rd Quarter Bulletin detailing the following estate planning updates:

  • Increased Estate and Gift Tax Exemptions Make January 2023 Gifts More Powerful
  • Changes to Interest Rates Improve Some Estate Tax Planning Techniques, While Others Remain Powerful
  • Estate Tax Portability Elections Simplified, Making It Easier for Surviving Spouses to Reduce or Eliminate Estate Tax
  • Do a “Tax Planning Tune-Up” Before Selling a Business
  • New Addition to Freeborn & Peters LLP’s Trusts & Estates Team

Click the button below to read the full bulletin.

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