What Your Estate Planning Clients Should Do in Response to Trump’s Tax Plan

Overview


Carol Harrington, Ellen Harrison and Carlyn McCaffrey wrote this bylined article on possible estate planning implications from a tax bill being planned in Congress. “Because the final form of the tax reform bill is unknown, as is whether it will be adopted at all, maintaining flexibility in estate plans is critical,” the authors wrote, adding that “even if the estate tax is repealed, lifetime estate planning will continue to be important.”