Update from Washington, Estate Tax Questions Remain, Policy and Taxation Group

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Since we receive numerous requests every day to consider investing for our clients, we have developed a submission policy that is outlined below.

Send a brief write up of the investment opportunity with any significant material to our office for review with an indication on the envelope that it is an investment solicitation. If upon review we determine that we would like to meet to discuss or get further information, we will contact you by email or phone. Do not send blind emails or call, as it is impossible for us to respond to all requests. If you are going to be in our area and you would like an opportunity to meet us in person, please send an email with a “REQUEST TO MEET” in the subject line and we will respond if we are interested and available to meet.

Listen to what the public is saying about estate taxes.

Update from Washington

Here is the latest from Washington:

Lincoln/Kyl – The offices of Senators Blanche Lincoln (D-AR) and Jon Kyl (R-AZ) are working to finalize their estate tax relief proposal. We are in regular contact with our allies on the Hill as they work through the specifics.

Small Business Bill – Majority Leader Harry Reid (D-NV) has promised to move as early as tomorrow on a small business jobs bill that the Senate Small Business and Finance Committees have been working on. The bill is expected to be different from the House-passed measure that included the harmful GRAT provision. Senator Reid has stated that he anticipates Republicans will attempt to add estate tax reform to the bill but that he will not allow its inclusion.

Proponents of Higher Taxes – Meanwhile, a group of Senate progressives, including Senators Tom Harkin (D-IA), Sheldon Whitehouse (D-RI) and Bernie Sanders (I-VT) circulated a Dear Colleague letter yesterday announcing their intention to introduce legislation to increase the estate tax burden on families. The so-called “Responsible Estate Tax Act” would reinstate the $3.5 million exemption level; apply rates of 45% to estate values between $3.5 and $10 million, 50% between $10 and $50 million, 55% between $50 and $500 million and 65% over $500 million; eliminate valuation discounts for families and restrict the legitimate use of GRATs. The Senators did not indicate in their letter whether the proposal would even be permanent.

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