On March 25, 2021, a bill entitled “For the 99.5 Percent Act” was introduced to Congress by Senator Bernie Sanders of Vermont. This bill proposes dramatic changes to the estate and gift tax system in the United States, and would abolish or severely limit a number of estate planning strategies that wealthy families have relied upon for many decades. The possibility the bill could become law this year has everyone in the estate planning community paying close attention.

Watch a recording of the May 12, 2021 webinar with Paul McGloin below.