The planner needs to know about a tax rule that could affect estate planning, and it’s better to plan for potential tax benefits in the first place, rather than hoping to fix it later with a different tax rule. This column is from the Tax Section, and it’s about the important principles of duty and service to the public, improving how the law works, and advancing legal knowledge. It’s all about making sure lawyers do their best to help people and make the legal system better.
Source: https://www.floridabar.org/the-florida-bar-journal/estate-planning-with-portability-in-mind-part-ii/
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