The “For the 99.5% Act” (introduced by Sen. Bernie Sanders) and the Sensible Taxation and Promotion (STEP) Act (introduced by Sen. Chris Van Hollen) collectively propose broad Equity changes to federal estate, gift and income tax laws that, if enacted, would significantly impact common estate planning strategies and transfer taxation. 

In these critical weeks, you may have questions or wish to change or develop your estate plan and documents.  We are working remotely and remain available to serve you, whether you are an existing client or wish to become a new client.  This event has caused uncertainty over many procedural issues and brings new changes every day, but we actively monitor these changes and adapt as needed.