Estate Planning for 2016
The many estate planning techniques in our toolbox must be used selectively and custom-designed to meet the particular needs and circumstances arising in each unique situation. In addition, the lens through which we evaluate these strategies must be refocused from time to time due changing economic trends as well as action, or lack of action, inside the Beltway.
In this teleconference, we will discuss the following:
- Planning for those who have little or no concern about transfer taxes
- United States citizens holding assets located outside the United States
- Continued utility of long-term trusts
- Dismantling clients’ estate planning structures that don’t make sense any longer