New Taxpayer Adverse Clawback Regulations – How Will They Affect Your Clients?

<p>On April 26, 2022 the U.S. Treasury issued new clawback regulations that could affect many standard estate planning transfers. Listen to today’s episode when our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Jonathan Blattmachr, a principal at Pioneer Wealth Partners and Editor-In-Chief of InterActive Legal, discuss the changes that every estate planning professional needs to understand today including the effects on GRATS, SLATS, SPATS and Reciprocal Trusts, the 18-month rule, how portability is affected and which strategies are in the grey area. Tune in to this important and timely episode.</p> <p>A <a href="http://hurrdatmedia.com/" target="_blank" rel= "noopener noreferrer">Hurrdat Media Production</a>. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com.</p>