Many of our clients ask “what is on the horizon” regarding the federal estate tax and estate planning techniques.
This article, Change on the Horizon for 2015? and More views from the audience at Heckerling (2014), which was published in Wealth Management, provides at least one person’s view on what might occur with regard to various estate planning issues in 2015. Most of the items mentioned have been discussed in previous years but have not yet been enacted into law, so these are speculative and certainly not guaranteed to occur.
The Heckerling Institute is one of the largest seminars in the country for estate planners and generally has an elite group of speakers on various topics.