Client Alert: May 2020

Client Alert

As the impacts of the coronavirus pandemic have spread, many clients have reached out to us with renewed focus on their estate planning. Their objectives have ranged from simply reviewing current plans to align dispositive provisions and fiduciary choices with their wishes, to pursuing more sophisticated planning techniques to take advantage of historically low interest rates and high exemptions from estate, gift and generation-skipping transfer taxes. We wanted to share with you some of these timely estate planning considerations and strategies and also provide an update on relevant new legislation. 

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