Wealth and Law

Wealth and Law


Hot Topics in Tax and Trusts

December 11, 2023

Brent discusses some of the hottest topics in tax and trust planning. He talks about oral arguments before the US Supreme Court in the Moore case, Senator Wyden’s proposed (again) billionaire tax, and trust planning options in light of higher interest rates. He also dispels a few urban legends relating to guessing about other people’s tax, not taking what others do as what you should do, and how to see things with fresh eyes.



This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.



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