Beneficiaries, Tax Reform, Estate Planning

Create a New Trust or Update an Existing Estate Plan

Allen Barron, Inc. on 3/27/2025

If you wish to create a new trust or update an existing estate plan, you will need skill and expertise across many disciplines: tax, estate planning, and legal services. Look for a service provider who can seamlessly...more

Supreme Court declares Mexico's controlling beneficiary reform constitutional

Holland & Knight LLP on 6/19/2023

The Second Section of the Mexican Supreme Court of Justice (SCJN) on June 14, 2023, ruled that it is constitutional for the Tax Administration Service (SAT) to request from taxpayers information related to their controlling...more

Proposed “For The 99.5% Act” Could Bring Significant Changes To Existing Federal Estate, Gift And Trust Tax Rules

Greenbaum, Rowe, Smith & Davis LLP on 4/30/2021

The recent introduction of Senator Bernie Sanders’s proposed tax reform bill, the “For the 99.5% Act,” brings the possibility of unprecedented changes to the tax and estate planning landscape by reducing existing federal...more

For The 99.5% Act – Is Change a Coming for the Estate Planning World?

Bilzin Sumberg on 3/26/2021

On March 25, 2021, Senator Bernie Sanders introduced legislation called “For the 99.5% Act.” This bill is aimed at the fortunes of the top 0.5% of wealthy Americans. ...more

New Year, New Uncertainties: Estate Planning Changes on the Horizon

Lasher Holzapfel Sperry & Ebberson PLLC on 2/8/2021

With Democrats gaining control of the White House, the House of Representatives, and, albeit somewhat tenuously, the Senate, there is a growing possibility of legislative changes to the federal estate tax laws to fulfill...more

Proposed Tax Reform Regulations: Application of Section 199A to Estates, Trusts, and Beneficiaries

Dentons on 8/23/2018

This update covers the proposed Treasury regulations associated with the new IRS Code 199A as it relates to estates, trusts, and beneficiaries. An overview of Section 199A can be found here....more