Trust & Estates Update – Spring 2020

COVID-19 Introduces New Challenges – and Some Opportunities

The COVID-19 pandemic introduced many financial and economic challenges for individuals and families at all income and asset levels.  Deep uncertainty makes careful planning and document management more essential than ever.  At the same time, the still-transforming legal and regulatory landscape may provide new possibilities for strategic planning. This update contains short summaries of changes in the law, tips on best practices, and overviews of potential tax saving strategies.

Click to read the Trusts & Estates Update. 


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