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2019 Year-End Trusts & Estates Update

As we near the end of the year, we would like to share with you a few developments affecting trust and estate planning that may be of interest: Historically-Low Interest Rates. Treasury-prescribed interest rates applicable...more

Effect of the Tax Cuts and Jobs Act on Trust and Estate Planning

The Tax Cuts and Jobs Act, signed into law on December 22, 2017, includes significant changes to the U.S. federal gift, estate, and generation-skipping transfer (GST) tax laws, effective as of January 1, 2018. In addition,...more

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