For the 99.5% Act and "STEP" Act

You may have read or heard news about two bills recently introduced in the Senate that, if enacted, could have a significant impact on many estate plans. I am writing to you, as a valued allied professional, to provide you with some additional information on these proposals, and the effect they may have on estate planning.



Adler Memo - Senate Bills 050221
.pdf
Download PDF • 479KB

Recent Posts

See All

A trust is a device for controlling how assets are held and distributed. Trusts can be revocable or irrevocable. A trust that is created during the lifetime of the person creating the trust (referred