News & Analysis as of September 2, 2025

Revocable Trusts

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Estate taxes, also known as inheritance or death taxes, are taxes on an individual's right to transfer property at death.

Qualified Spousal Trust: Unique Creditor Protection for Married Couples in Missouri

Lathrop GPM on 8/4/2025

Following changes to the federal estate tax law in 2010 – which eliminated the need for separate trusts for married couples to use both spouses’ federal estate tax exemptions – Missouri enacted a new law in 2011 authorizing...more

2020 California Estate and Tax Planning Newsletter

Blank Rome LLP on 1/6/2020

Blank Rome’s annual estate and tax planning newsletter addresses certain concepts and techniques that should be considered in 2020 by our clients and friends in California. Perhaps the most important and troublesome...more

Warning: $10 Million Estate Tax Exemption Can Overfund Trusts at Death and Harm Your Surviving Family

Ward and Smith, P.A. on 8/7/2018

Congress's recent increase in the federal estate, gift, and generation-skipping transfer ("GST") tax exemption to $10 million per person adjusted annually for inflation ($11.18 million in 2018) is a welcome sweetener for many...more

Wealth Management Update - December 2016

Proskauer Rose LLP on 12/14/2016

December Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The December § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more

2016 Year-End Estate Planning Advisory

Katten Muchin Rosenman LLP on 11/22/2016

In 2016, we continued to experience a period of relative stability in our federal transfer tax system and have been able to plan without expecting imminent significant changes to the system. Under the American Taxpayer Relief...more

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