Morris Manning & Martin, LLP

Wealth Transfers in a Hostile New World: A Review of Coming Changes in Taxation

04.09.2009

The current economic turmoil presents unparalleled opportunities for minimizing estate and gift taxes. At the same time, pending legislation will severely limit classic planning techniques.

Morris, Manning & Martin hosted a webinar devoted to a review of the coming changes in the taxation of transfers of wealth both at death and during life, as well as the steps you can take to avoid adverse consequences.

The seminar reviewed several important recent developments in the estate and gift tax laws which may affect you in your planning strategies, including:

  • Why it is important to consider a family partnership now: the impact of HR 436.
  • The new rules applicable in 2009: what they mean for planning purposes.
  • The shape of things to come: where does it appear the law is headed in the estate and gift tax area and what can you do now to beat adverse impacts.
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