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Estate Planning Bulletin: New Developments and Opportunities in the Volatile 2012 Environment
Newsletter
|
September 2012
Economic, legislative and regulatory events are keeping estate planners and their clients very busy in 2012. For a detailed discussion of the most notable new developments, download the Estate Planning Bulletin below.
Topics include:
- Conditions Remain Favorable for Lifetime Gifts and Other Estate Planning Transactions
- Deadline to Remedy Roth IRA Conversions
- New 3.8% Investment Income Surtax Applicable to Estates and Trusts
- Estate Tax Portability Guidance and Clarification
- Illinois Estate Tax Exemption Increase
- Illinois Civil Unions Law Now Applied to Illinois Estate Tax
Vedder Thinking | Articles Estate Planning Bulletin: New Developments and Opportunities in the Volatile 2012 Environment
Newsletter
September 2012
Reader View
Economic, legislative and regulatory events are keeping estate planners and their clients very busy in 2012. For a detailed discussion of the most notable new developments, download the Estate Planning Bulletin below.
Topics include:
- Conditions Remain Favorable for Lifetime Gifts and Other Estate Planning Transactions
- Deadline to Remedy Roth IRA Conversions
- New 3.8% Investment Income Surtax Applicable to Estates and Trusts
- Estate Tax Portability Guidance and Clarification
- Illinois Estate Tax Exemption Increase
- Illinois Civil Unions Law Now Applied to Illinois Estate Tax
-
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