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Vedder Thinking | Articles Estate Planning Bulletin: New Developments and Opportunities in the Volatile 2012 Environment


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Economic, legislative and regulatory events are keeping estate planners and their clients very busy in 2012. For a detailed discussion of the most notable new developments, download the Estate Planning Bulletin below.

Topics include:

  • Conditions Remain Favorable for Lifetime Gifts and Other Estate Planning Transactions
  • Deadline to Remedy Roth IRA Conversions
  • New 3.8% Investment Income Surtax Applicable to Estates and Trusts
  • Estate Tax Portability Guidance and Clarification
  • Illinois Estate Tax Exemption Increase
  • Illinois Civil Unions Law Now Applied to Illinois Estate Tax