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    Impact of Federal Estate Tax Repeal: Planning for 2017 and Beyond

    WealthManagement.com
    Jan 03, 2017

    Martin M. Shenkman, Andrew T. Wolfe, Alan A. Davidson 

    In our prior article in this series , we explored the inter-relationship of a decoupled
    state (using New Jersey and its recent estate tax repeal as an example) and planning
    in the uncertain environment. Once Donald J. Trump takes office, with the federal
    estate tax possibly up for repeal, the planning complications multiply. The key issue
    for clients is to consider how these significant and unanticipated changes might
    wreak havoc with dispositive provisions in wills and revocable trusts and why some
    of the simple and obvious drafting solutions can be inadequate. We’ll explore the
    possible federal changes in greater depth.

    Read his commentary here.

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