News & Analysis as of

Tax Cuts and Jobs Act Interest Rates Estate Tax

Bilzin Sumberg

Preparation of the "Sunset" and Estate Planning in an Uncertain Economic Climate for High Net Worth Families

Bilzin Sumberg on

The recent volatility in the stock market, ongoing trade wars, and talks of further increases to the federal debt ceiling have intensified concerns in recent months around economic uncertainty and the risk of recession. ...more

Ballard Spahr LLP

New Laws for a New Year: Year-End Estate Planning in Preparation for 2025

Ballard Spahr LLP on

As 2024 quickly comes to a close, the new year will bring a change in the presidency, a new Congress, and potential changes to policies and laws that could impact individuals of all wealth levels. Going into the election,...more

Bilzin Sumberg

Move Forward with Your Estate Tax Planning Before it is Too Late

Bilzin Sumberg on

While it is hard to imagine there could be anything advantageous about today's uncertainties and depressed asset values, the following factors, coupled with historically low interest rates...more

BakerHostetler

The New Paradigm: Wealth Transfer Planning During an Economic Downturn

BakerHostetler on

Introduction - The favorable tax treatment provided by the Tax Cuts and Jobs Act, combined with historically low interest rates during the COVID-19 pandemic, has resulted in tremendous wealth transfer planning opportunities....more

Patterson Belknap Webb & Tyler LLP

2019 Year-End Trusts & Estates Update

As we near the end of the year, we would like to share with you a few developments affecting trust and estate planning that may be of interest: Historically-Low Interest Rates. Treasury-prescribed interest rates applicable...more

Proskauer Rose LLP

Wealth Management Update - October 2018

Proskauer Rose LLP on

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

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