Wealth Planning and Estate Planning Issues Impacted by COVID-19

Presented by Lisa A. Schneider, Elaine Bucher, Adi Rappoport, Sarah Lea Tobocman, and Holly Griffin Goodman
Hosted by Gunster

The Coronavirus pandemic has caused many individuals to revisit different aspects of their estate plan, whether it be to change the disposition of assets among family and charitable beneficiaries or re-evaluate the tax consequences of an estate plan. Several estate planning techniques are particularly beneficial in a low interest rate environment. Additionally, changes to immigration and employment laws may impact domestic staff and employees of a family office.