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Proskauer Rose LLP

Wealth Management Update - July 2025

Proskauer Rose LLP on

The July 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5.00%, which is the same as the June 2025 Section 7520 rate...more

Harris Beach Murtha PLLC

Gov. Hochul vetoes bill requiring notification and identification of agent under a Power of Attorney

Harris Beach Murtha PLLC on

Gov. Kathy Hochul recently vetoed a bill that would have drastically changed the notification requirements for trust beneficiaries and fiduciaries. Bill No. S8892, introduced by Sen. James Skoufis (D-39), sought to add a new...more

Bowditch & Dewey

Impact of House Ways and Means Tax Proposals for Trusts, Estates, and Retirement Accounts

Bowditch & Dewey on

In this second blog post on the House Ways and Means Tax proposals, we address the proposed changes that will affect the taxation of trusts, estates, and retirement plans. As we discussed, on September 13, 2021, the...more

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