Proposed Changes to Tax Laws Spur a Call to Action

September 24, 2021
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Last week House Democrats proposed changes to the federal tax code that, if enacted, would dramatically shift the estate tax landscape, including the elimination of many common estate tax mitigation strategies. Although there are other tax-related changes in the proposal, this alert focuses on those most pertinent to estate planning. Of course, the legislative process is very much in flux and it is possible that these proposals may not be enacted in their current form. Still, there may well be limited time to act, and the potential consequences are significant enough to consider taking immediate steps.

News & Resources

Article
The Millionaire’s Tax in Massachusetts
Event
Donna Mizrahi to Moderate “When Estate Planners and Real Estate Lawyers Don’t Speak the Same Language" at the 2022 REBA Annual Meeting & Conference.
Article
Tax Inflation Adjustments - Looking Ahead to 2023