September 2021

Current Status of Trust and Estate Planning: Rule Changes Remain Fluid in Washington

Authored by Mark Lobb A revised 1,684 pages of the Build Back Better Act (the “Act”) was released on October 28, 2021.  This revised text was referenced by President Biden as the “Framework.”  The prior proposed changes in the Act which would have substantially altered traditional estate planning with grantor trusts and other items have […]

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