Family Wealth Update: Golden Age for Wealth Transfer Planning - Part 2 (Or, if something seems too good to be true…)

In a prior CPDB Update we described the unprecedented opportunities that are available through 2012 for estate and gift tax planning. The $5 million exemptions for estate tax, gift tax, and GST tax are at their highest levels ever. The tax rate for transfers in excess of these exemptions is 35% – the lowest rate in 80 years!

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