ARTICLE
10 December 2024

The Inside Basis: Possible Estate Tax Rollback In The United States (Podcast)

KG
K&L Gates LLP

Contributor

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In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank...
United States Family and Matrimonial

In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank, to discuss estate and gift planning, recent trends in the setup of and transfers to trusts, and the impact of scheduled changes to federal estate and gift exemptions.

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

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