Last December's new income and estate tax legislation turned out better than expected. But, it's also temporary, with only a two year duration, creating, unprecedented planning opportunities for professionals and their clients. This presentation will discuss Bernstein's research and insights regarding the most compelling income tax and transfer tax planning opportunities, based upon the current state of the capital markets and tax law. For many families, planning done in the coming two years could address all of the estate planning needs for the rest of their lives.
Andrew S. Auchincloss joined Bernstein Global Wealth Management in 2007; a Director in the Wealth Management Group, he focuses primarily on tax and investment planning strategies for offshore individuals and families. Previously, Auchincloss was with the multinational law firm White & Case LLP, where for 18 years he represented international and domestic families, charities and financial institutions in the context of tax, estate planning and fiduciary law. Auchincloss has been listed in the peer-rated publication Best Lawyers in America. He received a BA from Yale College and a JD from the University of Virginia.