Michael D. Mulligan Discusses Estate Tax Policies with New York Times

Lewis Rice attorney Michael D. Mulligan was quoted in a New York Times article exploring tax planning strategies among the ultra-wealthy. The article delves into innovative legal approaches, such as intentionally defective grantor trusts, and highlights the impact of estate tax policies on wealth transfer. Mike provided insights on the evolving legal framework surrounding these practices, emphasizing their complexities and implications. Mike and the entire estate planning team at Lewis Rice are well-positioned to guide high-net-worth individuals in navigating intricate estate planning strategies to preserve wealth and achieve their long-term financial goals.

New York Times subscribers may read the article using the link under "Resources" below.

Mike is a principal originator of the estate planning strategy of sale to defective trust for an installment note, which is now widely used by estate planners nationally. He has been elected to the Estate Planning Hall of Fame® and has been awarded the Accredited Estate Planner® (Distinguished) designation by the National Association of Estate Planners & Councils.

Resources