ESTATE AND GIFT TAX REFORM (SERIES OF 3)
Dear Clients and Friends: We knew it was coming, but the scope and timing has been and remains unclear. Yesterday, March 25, 2021, Senator Bernie Sanders (VT) and Senator Sheldon Whitehouse (RI) introduced the ”For the 99.5% Act” which will likely become the cornerstone of the estate, gift and GSTT provisions of the 2021 landmark …