By way of background, in 2012, the basic exclusion amount and GST exemption were permanently increased to $5 million, with that amount indexed for inflation. The 2017 Tax Cuts and Jobs Act (TCJA), temporarily increased the...more
...join us as we return to an in-person format for our 14th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Topics Include:
- Recent Developments in Wealth Planning
- Corporate Transparency Act Compliance...more
Join the Williams Mullen Private Client and Fiduciary Services team for our annual Fiduciary Focus event. This year’s agenda is packed with insights on recent developments affecting fiduciaries – including tax law updates...more
2/8/2022
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Webinars
We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes...more
One of the most common questions being asked of estate planning attorneys lately is: “Is it possible to sign my will during the COVID-19 quarantine?” The same question can be asked with respect to other common estate planning...more
Seminar Topics Include:
• Recession Planning Considerations
• Opportunity Zone Update
• State and Federal Administrative Updates
• Estate Planning Update...more
On Friday, February 15, 2019, Governor Northam approved House Bill 2526 (“HB2526”), which will change the definition of “resident estate or trust” to no longer include an estate or trust being administered in the...more
On December 22, 2017, President Trump signed Public Law No. 115-97, formerly known as the Tax Cut and Jobs Act of 2017[1], into law (the “2017 Tax Act”).
Increase of Gift, Estate, and GST Exclusions and Exemptions in 2018...more
On February 11, 2014, the United States Tax Court issued a memorandum opinion (i) determining the proper method for valuing a holding company (i.e., an S or C corporation holding marketable securities or appreciated...more