Tag: Estate Law

• Investments Real Estate Trusts

  Estate Exemption: Hidden AUM Opportunities

  The lifetime estate tax exemption now is about $13.6 million for an individual and $27.2 million for a couple. Under current law, the exemption is scheduled to drop, about in half, on January 1, 2026. The new exemptions[1] will be about $7 million for an individual and about $14 million…

  June 4, 2024