Private Client Insights, June 2021

June 28, 2021

Private Client Insights newsletter June 2021

Private Client Insights newsletter June 2021

Tax Implications of Terminating Grantor Trust Status
By Christopher D. Wright

Grantor trusts are a frequent topic at the annual Heckerling Institute, a week-long gathering of estate planning professionals. Current legislature proposals have made this discussion more relevant - if enacted, they could significantly change how grantor trusts are utilized.
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Current Legislative Proposals Have Broad Implications for Gift and Estate Tax Valuations
By Angela Sadang

There are two legislative proposals in progress which are cause for concern for tax advisors and estate planners. Both issues were highlighted during Heckerling Institute and one of the key takeaways is the importance of obtaining a qualified valuation of your business.
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Complexity, Collaboration and Candid Communications: A Recipe for the Family Office Dream Team
By Sara Rabi

The family office "dream team" is made up of legal, accounting and investment advisors who all work together on a client's behalf – and, the need for this team to work collaboratively with the family office administrators and family members is crucial in order to mitigate dysfunction.
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Private Client Insights newsletter June 2021