Publications Memos Go Back Current Gift, Estate, and GST Tax Issues 11.27.07 This memorandum provides a year-end update on gift, estate, and generation-skipping transfer tax issues. Related Insights 12.15.23 | Publications Corporate Transparency Act Reporting 02.27.23 | Publications Recent SEC Action Serves as a Powerful Reminder of the Requirements to File Form 13F 06.30.21 | Publications SEC Increases “Net Worth” and “Assets Under Management” Thresholds for “Qualified Client” Status Related Services Related Practice Areas Personal Planning