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Commentary on the American Taxpayer Relief Act of 2012 — 2013 fiscal cliff and estate planning

from by Martin M. Shenkman, Esq., CPA, Martin M. Shenkman PC

The post-American Taxpayer Relief Act estate planning environment appears to be dramatically different than any estate tax regime that has heretofore existed. For the first time in history, there is a permanent high-inflation adjusted and portable exemption amount that excludes all but the wealthiest of the wealthy from gift, estate and generation-skipping transfer tax. Even more significant is that the fear of the estate tax for the vast majority of clients is simply gone. While clients still require all the valuable nonfederal estate tax minimization planning professionals can provide, educating clients that the KISS principal and lowest cost solution is not preferable may be the greatest challenge many practitioners face. more

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