Worth It: Insights on wealth management and personal planning strategies.

Episode 5: Tax Matters - An Overview Of The Proposed Changes To Federal Transfer Tax Law

April 7, 2021

In this episode of Worth It, Proskauer partner and head of the firm's Private Client Services Group David Pratt and associate Daniel W. Hatten discuss the recent bills introduced in Congress which could dramatically alter federal transfer taxes, how those changes could affect clients, and what steps clients can take in the interim.