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Wealth Management Update - August 2023 | Proskauer Rose LLP

The August 2023 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 5%, an increase from the July 2023 rate of 4.6%. The August applicable. ....

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Fighting a Three Headed Dog and Tax Classifications of Foreign Trusts | Bilzin Sumberg

The Continuing Saga of U.S. Tax Classification of Foreign Trusts and Related Penalty Issues - In Greek mythology, Cerberus, a three-headed dog, was known as the guardian. ....

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