Trusts & Estates BROUGHT TO YOU BY brought to you by (Photo by Tracey/BIPs/Getty Images) Wealth Planning>Estate Planning Capital Gains and Estate Planning First, do no harm.

Jordan S. Linn, Jordana E. Balsam | Nov 28, 2023

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When undertaking meaningful estate planning, the inherent tension between potential estate tax savings and income tax consequences of proposed estate tax planning strategies is a key consideration for taxpayers. While the goal of estate planners is to improve their client’s position relative to estate tax exposure, practitioners are well-served to follow the core principle of the medical profession: “First, do no harm.” Gifting and transfers undertaken without a careful analysis of all All access premium subscription

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