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SALT Qualified Small Business Stock Estate Planning

Proskauer Rose LLP

Wealth Management Update - August 2025

Proskauer Rose LLP on

August 2025 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts - The August Section 7520 rate for use in estate planning techniques such as CRTs, CLTs,...more

BakerHostetler

Analysis of Estate Planning and Individual Tax Changes Under the 2025 Tax Legislation

BakerHostetler on

For individual clients, the Legislation provides estate and tax planning opportunities, including through the increase in the federal gift, estate and generation-skipping transfer (GST) tax exemptions....more

Cozen O'Connor

The Big Beautiful Bill: What Every High Net Worth Family Needs to Know

Cozen O'Connor on

The One Big Beautiful Bill Act (OBBBA), signed by President Donald Trump on July 4, 2025, brings sweeping changes to the tax code. While the name may sound like a marketing pitch, the law itself includes significant updates...more

Cole Schotz

One Big Beautiful Bill (OBBB) Results in Major Estate and Income Tax Changes

Cole Schotz on

After months of intense negotiations, on July 4, 2025, the One Big Beautiful Bill (OBBB) was signed into law making various changes to the tax code that impacts estate, gift and income tax planning. Increased Estate, Gift...more

Levenfeld Pearlstein, LLC

The One Big, Beautiful Bill’s Key Provisions

President Trump signed into law major tax legislation on July 4, 2025. While the bill itself is almost a thousand pages long, below is a bite-size summary of what you need to know about key provisions: Individual Income and...more

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