Mackall, Crounse & Moore, PLC has joined Dewitt Ross & Stevens S.C.

The newly formed DeWitt Mackall Crounse & Moore S.C. will provide clients with enhanced legal services
and efficiencies as well as access to more than 100 attorneys practicing in nearly 30 areas of
law in Wisconsin and Minnesota.

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The New Rules of Estate Planning

The Wall Street Journal published a thought-provoking piece on the new rules of estate planning (subscription required) on October 24, 2014, discussing certain tax-saving opportunities available due to the increased federal estate and gift tax exemptions.

The article discusses the benefits of the “step-up” in basis for assets that a taxpayer holds until death eliminating the tax on long-term capital gains. In addition, the article examines the use of trusts and gifting strategies in the current high estate and gift tax exemption environment. Finally, the article considers the impact of state-level estate taxes and exemptions including in Minnesota (Wisconsin does not currently have a state estate tax).

Should you have questions about reviewing or updating your estate plan due to the increase in the federal estate and gift tax exemptions, one of the Members of our Estates & Trusts Practice Group at DeWitt Ross & Stevens (Wisconsin) and DeWitt Mackall Crounse & Moore (Minnesota) are available to advise you regarding these estate planning issues.


About the Author

Jordan Taylor is an attorney practicing out of our Madison office. He is a member of the Business, Employee Benefits, Real Estate, Land Use & Construction, and Trusts & Estates practice groups. Contact Jordan by email or by phone at 608-252-9369.

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One of the best features about our website articles and blog entries is that they are timely—you get up-to-date information on the law as it exists at the time. The downside is that the law changes, but our older entries don't. That means we can't guarantee you are getting the most current law when reading through past entries.

Please don't take these articles and blog entries and rely on them as legal advice. Give us a call instead, for specific and pointed advice for your particular situation. Note that contacting us does not create an attorney-client relationship, unless you are accepted as a client of the firm.

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DeWitt Ross & Stevens S.C., including its affiliate DeWitt Mackall Crounse & Moore S.C., is one of the ten largest law firms based in Wisconsin, with an additional presence in Minnesota. It has nearly140 attorneys practicing in Madison, Metropolitan Milwaukee and Minneapolis in over 30 legal practice areas, and has the experience to service clients of all scopes and sizes.

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