For the past decade, historically low interest rates—not valuation discounts or the huge gift and estate tax exclusion (currently $12.06 million)—have been the cornerstone of wealth transfer planning strategies established by ultra-high-net-worth families. But with surging interest rates and low growth expectations, that is likely to change. In this interactive session, Tom Pauloski, National Managing Director of Bernstein’s Wealth Strategies Group, will discuss why these seismic economic changes may profoundly affect how tax professionals advise wealthy families. The next generation of wealth transfer plans may look more like those created in the 1990s than like recent plans, which have been driven largely by near-zero capital costs.

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