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The Inside Basis: Possible Estate Tax Exemption Changes in the United States

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Manage episode 453801964 series 1746241
Content provided by K&L Gates LLP and L Gates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by K&L Gates LLP and L Gates or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank, to discuss estate and gift planning, recent trends in the setup of and transfers to trusts, and the impact of scheduled changes to federal estate and gift exemptions.

  continue reading

103 episodes

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iconShare
 
Manage episode 453801964 series 1746241
Content provided by K&L Gates LLP and L Gates. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by K&L Gates LLP and L Gates or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank, to discuss estate and gift planning, recent trends in the setup of and transfers to trusts, and the impact of scheduled changes to federal estate and gift exemptions.

  continue reading

103 episodes

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