March 16, 2022
What You Need to Know About Estate Planning
Episode 5
Episode Summary
The only thing certain is the uncertainty around the long-term outlook for recently increased gift and estate tax exemptions. High net worth taxpayers should consider using the current exemptions as soon as possible, in concert with other tax strategies such as charitable gifting.
Stephenie Chan is a senior manager in the Trusts & Estates group. She concentrates her practice in the areas of estate planning and trust and estate administration.