This update from Senior Fiduciary Counsel Ronald D. Aucutt addresses federal tax legislative proposals that could affect estate planning, including:
- Observations, building on what we learned in last year’s presidential campaign, about the Biden Administration’s likely priorities.
- This year’s version of Senator Bernie Sanders’ biennial proposals.
- Recent “deemed sale” proposals that would tax unrealized appreciation in property transferred by gift and at death or held by certain trusts.
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