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Gregory Allison

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The Estate Tax, or Lack Thereof, Under the Tax Cuts and Jobs Act of 2017

On November 2, 2017, the House Committee on Ways and Means released a tax reform plan known as the Tax Cuts and Jobs Act (the “Act”). As expected,

New Estate Tax Portability Relief

The federal estate tax provides a lifetime exemption of $5,490,000 (for 2017) per person. That means that the first $5,490,000 of assets owned at death

What a Trump Presidency Means for the Estate Tax

When President-elect Donald Trump first rolled out his much-anticipated tax plan as a Presidential candidate earlier this year, his plan to eliminate the

Reverse gifting? What is it? Should I do it?

All too frequently, high-net worth individuals that have engaged an estate planner have been presented various gifting strategies designed to reduce their

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