Weighing The Obama Budget's Impact On Estate Planning

Weighing The Obama Budget's Impact On Estate Planning - Private Wealth Online (JEH: Highlights planning opportunities and techniques targeted by the administration in the 2014 budget, including reversion to 2009 exemption levels, continuation of portability, more focused limitations on grantor trust planning (especially sale techniques disregarded for income tax purposes), and termination of generation-skipping transfer (GST) tax exemption status of a trust on its 90th anniversary date)