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Election 2020: The Future of Estate and Gift Taxes

A panel of tax experts discuss what might happen to estate and gift taxes if the Democrats win the presidential election.


With the November presidential election rapidly approaching, the country is more divided than at any time in recent memory.

That stark partisan rift ensures that a number of potential policy questions for planners could have wildly divergent answers depending on what party comes out on top. 

In this excerpt from a recent webinar presented by Oppenheimer's Jonathan I. Shenkman, moderator Susan Lipp, editor in chief of Trusts & Estates, and a panel of tax experts weigh in on what a Democratic win could mean for the future of estate and gift taxes. 

The experts include:

  • Al W. King III, co-founder, co-chairman and co-chief executive officer, South Dakota Trust Company LLC
  • Martin M. Shenkman, founder, Shenkman Law 
  • Joy Matak, principal and tax director, CohnReznick

Stay tuned for more excerpts from this panel regarding other topics dealing with taxes and the upcoming election.



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