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Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2019 – Wealth Strategies Journal

Jan 11, 2020

Paul S. Labiner

Paul Labiner



Bessemer Trust has released Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2019. Bessemer’s announcement begins as follows:

In an annual tradition, Ron Aucutt has identified what he views as the top ten estate planning and estate tax developments of 2019 and has provided context and analysis for each item.

This analysis addresses a variety of the “hottest” topics of 2019, such as business valuation, “clawback” and portability, the deductibility of estate and trust administration expenses, electronic wills, retirement planning, legislative issues including introduced legislation that may foreshadow future law, and states’ income taxation of trusts and estate taxation of QTIP trusts. View the summary to see Ron’s list of ten (in order, building up to the Number One development) with analysis of each item. HINT: The summary includes an item that has been burning up the estate planning listservs over the last several weeks. 

To view the summary, please use this link.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..


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