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Strategic Planning in Volatile Markets

Brown Advisory

Many clients have not fully utilized the augmented exemptions for wealth transfer taxes (estate, gift, and generation-skipping tax) provided by the 2017 Tax Act , which will automatically expire at the end of 2025 (and which might be legislatively modified sooner). GIFT AND ESTATE TAX PLANNING Outright Gifting.

article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

Many clients have not fully utilized the augmented exemptions for wealth transfer taxes (estate, gift, and generation-skipping tax) provided by the 2017 Tax Act , which will automatically expire at the end of 2025 (and which might be legislatively modified sooner). GIFT AND ESTATE TAX PLANNING.