Ward Damon

Sasha Klein Featured In ABA Probate & Property Magazine

Ward Damon

Aug 2019

Ward Damon partner Sasha Klein co-wrote an article with Mark R. Parthemer that is featured in the July/August 2019 (33:4) issue of Probate & Property magazine for the American Bar Association. Titled "Estate Planning in a Rising Interest Rate Environment," the article discusses how rising interest rates are affecting estate and gift tax planning strategies. It also describes the basic characteristics of some of the most popular wealth-transfer strategies and when they tend to be most efficient.

Sasha is a Partner and Chair of the firm’s Estate and Tax Planning group.Sasha counsels affluent individuals and families in estates and trusts; estate, gift and generation skipping transfer taxes; and fiduciary and individual income taxation. She guides clients on structuring wealth to achieve their goals, including protecting against risk and minimizing transfer taxes at each generation. Sasha holds both a post doctorate degree in tax law and an Accredited Estate Planner® designation, and was recently awarded “Trust Member of the Year” by the Florida Bankers Association.

READ ARTICLE HERE:

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estate-planning-rising-interest-rate-environment.pdf
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