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Hello Colleague,

It appears that Joe Biden has been elected president and that the Republican party will retain control of the Senate. What do these two facts mean for estate planning over the next two years and beyond? Later this week, James Blase, JD, LLM, CPA, will address the following estate planning concerns raised by the election and propose a plan of attack for each:

  • The current estate and gift tax exemption may end before 2026
  • The SECURE Act remains in effect
  • Valuation discount estate and gift tax regulations may return
  • The income tax basis step-up at death may be in jeopardy



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