Jan 27, 2017
From a federal estate tax perspective, there hasn’t been much tax uncertainty since
2012. There’s also never been a greater likelihood for a complete repeal of the federal
estate tax and perhaps, the enactment, in its place, of a capital gains tax on death.
This article, the last in a series of four articles, provides a sample client letter that
can be modified by practitioners to communicate the results of reviewing a client’s
will or revocable trust. This article also provides a generic client memorandum that
can be tailored to the particular practice and state law; and used to inform clients of
the changes brewing including actions they may need to take. In addressing state law
considerations, both the sample letter and sample memorandum illustrate New
Jersey law. Practitioners in other jurisdictions should tailor these documents to
reflect their own states’ laws.
Read their commentary here.
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