Estate and Gift Planning
Our wealth transfer planning professionals offer decades of experience developing strategies that address unique individual and family needs, meet philanthropic objectives, and effectively manage estate and gift taxes. Services include:
- Retirement planning
- Intergenerational wealth transfers
- Closely held business planning
- Charitable giving
Learn more about how RSM can help you with your wealth transfer planning and/or estate tax planning.
Good news and bad news…ESBTs qualify for the section 199A deduction but anti-abuse provisions would curtail use of multiple trusts.
Confirming the view of many tax advisors, regulations will confirm deductibility of expenses incurred by estates and non-grantor trusts.
Estate planning strategies to help minimize future estate, gift and generation-skipping taxes for estates in excess of the exemption.
A practical look at how individuals can understand the impact of TCJA on their planning and what steps they might consider in response.