For clients with a net worth of over $11 million,
estate planning is as complicated as ever and, in some cases, more so. For these clients, we must skillfully juggle
three interrelated issues: maximizing
basis step-up if it turns out estate tax is not a concern; minimizing the value
of the gross estate if estate tax remains or is a concern; and whether plans
can be easily modified if and when transfer tax laws change (assuming the
client is alive when they do change). Among
the most important considerations for these clients are:
- Whether to make gifts and, if so, the most strategic ways to do so
- Clayton QTIPs
- Design and uses of long-term, multi-generational trusts
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