The Inside Basis: Possible Estate Tax Rollback in the United States

Randy Clark
K&L Gates LLP
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K&L Gates LLP

In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank, to discuss estate and gift planning, recent trends in the setup of and transfers to trusts, and the impact of scheduled changes to federal estate and gift exemptions.

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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. Attorney Advertising.

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