Kleinberg Kaplan recently sent a Trusts & Estates Client Alert discussing potential changes to the tax law that were proposed by the House Ways and Means Committee (click here for the Client Alert). A recent report issued by the House Budget Committee regarding the proposals has important implications concerning the proposed provisions related to grantor…
ANTHONY F. MONTARULI
ASSOCIATE
Anthony F. Montaruli practices in the areas of estate planning and administration, trust administration, charitable giving and income, gift and estate tax planning. Prior to joining the firm’s Trusts and Estates Department, Anthony practiced in the firm’s Corporate Department for almost ten years, where he focused on matters relating to the structure, formation and operation of private investment funds. Anthony utilizes his corporate law experience to advise private fund managers on management and other corporate structures that best serve their estate planning goals.
Practices
Education
Boston College Law School (J.D., cum laude, 2006)
College of the Holy Cross (B.A., summa cum laude, 2003)
Bar Admissions
2007, New York
Accolades
Phi Beta Kappa
Insights
Update: Ways and Means Committee Proposes New Legislation
October 6, 2021Client AlertsWays and Means Committee Proposes New Legislation
September 28, 2021Client AlertsThe House Ways and Means Committee recently released a draft of the tax portion of the proposed reconciliation bill. Some of the proposals affecting individual taxpayers, estates and trusts are described below. Termination of Temporary Increase in Gift and Estate Tax Exclusion Amount The gift and estate tax exclusion amount is presently $11.7 million (indexed…
Post-Election Trusts & Estates Planning Considerations
November 9, 2020Client AlertsIn the wake of the 2020 election, many expect that the Biden administration will seek to engage Congress to enact new tax legislation in order to raise revenue to pay the costs associated with the pandemic and other government programs. The administration’s ability to set policy will be impacted by the final results of several…