The New Normal for Smaller Estates: How Tax Planning is Changing for These Types of Clients

Originally posted on wealthmanagement.com

Certified public accountants tend to be practical folk, and they often view estate planning from a different lens than perhaps attorneys sometimes do.  For my last column from Heckerling, “The Beatles and Estate Planning,” I spoke with several planners on the trust company/bank side.  While there’s certainly much common ground, there are some interesting nuances in the different views among CPAs, attorneys and trustees.

There’s clearly a growing emphasis on income tax planning for estate-planning clients.  A few thoughts on this follow, some from this week’s sessions, some from attendees and more.

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