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New Paradigm in Estate Planning

12/1/2016

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For many years, wealth preservation entailed aggressively transferring assets out of the estate of high net worth individuals to avoid estate taxes and consequently giving up a "step up" in basis adjustment for income tax purposes.  Because the estate tax rates were significantly greater than the income tax rates, avoiding estate taxes was the primary focus of tax based estate planning.  The new tax landscape is transformed by increased income tax rates and increased federal estate tax exemptions.  It is clear that increasingly the focus of wealth preservation will move away from avoiding estate taxes and be more focused on avoiding income taxes.  Much of the wealth preservation analysis will be about measuring the estate tax cost against the income tax savings of allowing the assets to be subject to estate taxes.  Asset protection techniques will continue to be an important part of wealth preservation planning. ​
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    Mr. Hendel has been practicing wealth preservation planning for over thirty -five years. ​

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315 Highland Avenue, Suite 101
Cheshire
, CT 06410

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​Donald S. Hendel, LLC serves clients throughout New York and Connecticut including Manhattan, Long Island, Westchester County, New Haven County, Fairfield County, and Litchfield County.
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  • Welcome
  • Practice Areas
    • HIgh Net Worth Estate Planning
    • Wealth Preservation Trust
    • Asset Protection
    • Estate Tax Planning >
      • Terms
    • Probate & Estate Administration
    • Business Law
    • Business Succession Planning
  • About Us
  • Blog
  • Contact Us
  • Client Forms