Market Overview

New Study Finds Estate Planning Solutions from Biden Tax Plan, Wealth Advisors Trust Report Finds


Before Dec 31, 2020, wealthy families need actionable ideas to use up their $11.58 estate tax exclusion with the benefits of top trust law states such as South Dakota for control and choice according to a report published by Wealth Advisors Trust Company. The Biden Tax Plan proposes reducing the current estate tax exclusion from $11.58 million to $6 million.

RAPID CITY, S.D. (PRWEB) October 18, 2020

A team lead by family corporate trustee management expert, Christopher Holtby, has published a report about estate tax issues and solutions affecting the top 1% of wealthy families in America. The report concluded:

a) Current estate and gift tax exemption amount, inflation adjusted, highest level in 100 years.

b) Top 1% have tripled their net worth since the 2009 financial crisis.

c) November election results could reduce estate and gift tax exemption amounts by 50% or more.

d) Wealthy families use South Dakota trust law benefits to mitigate potential reduction.

e) These ideas and suggestions follow logical and simple processes.

For questions about the report, a comment on the findings, or an introduction to the industry experts included in this report, contact, Christopher Holtby at

Wealth Advisors Trust Company, based in South Dakota, revolutionizes trust administration with common sense.

For the original version on PRWeb visit:

View Comments and Join the Discussion!
Don't Miss Any Updates!
News Directly in Your Inbox
Subscribe to:
Benzinga Premarket Activity
Get pre-market outlook, mid-day update and after-market roundup emails in your inbox.
Market in 5 Minutes
Everything you need to know about the market - quick & easy.
Fintech Focus
A daily collection of all things fintech, interesting developments and market updates.
Thank You

Thank you for subscribing! If you have any questions feel free to call us at 1-877-440-ZING or email us at