Memoranda Regarding Estate Planning Developments and Opportunities

Attached below are two memoranda regarding current estate planning developments and opportunities.

The memorandum entitled “Recent Developments Affecting Estate Planning” briefly highlights the important tax law changes taking effect in 2009 and other recent developments in the law.

The memorandum entitled “Estate Planning Techniques in a Low-Interest Rate Environment” discusses certain estate planning techniques that may be of particular interest in the current economic environment.

If you wish to discuss how the changes and developments in the law may affect your estate plan or any of the highlighted planning techniques, please call one of the attorneys listed under Private Clients and Charitable Organizations on this website.