Evercore Wealth Management, LLC转发了
Partner and National Director of Wealth Planning at Evercore, Tax Prof., and ACTEC Fellow
“What the super-wealthy are doing with their estates to prep for the Trump era” For my two cents, it’s unlikely that wealthy people will see the estate tax disappear entirely, even under an administration sympathetic to it. Great article by Jessica Roy in the San Francisco Chronicle. (subscription req.) https://lnkd.in/g3sE9AJT
Tax professional focused on income, estate and gift tax strategies for high-net worth individuals and their families
1 周My guess, and I'll leave it here ... Budget reconciliation used 7 years of continued doubled base exemption amount 3 years of no estate tax Some continuing gift tax (because it also serves as a backstop to the income tax as it inhibits shifting of gains on low basis assets)