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An important caveat is that many of these estate planning techniques have long been targeted for reform, which may still be on the table for the delayed February sequestration negotiations.
FORBES: 5 Reasons Why ATRA Is A Great Outcome For Estates
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The answers may determine which estate-planning techniques make the most sense for a family to use, says Patrick Ungashick, president of White Horse Advisors, an Atlanta financial-advisory firm that specializes in small businesses.
WSJ: Family Value: A Big Break for Family Businesses
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The tax information that Mitt Romney released so far indicates that he took advantage of tax planning techniques that have actually been around for some time.
FORBES: I'm Okay with Mitt Romney's Income and Estate Tax Planning
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This is just one example of a myriad of tax planning techniques that can yield major tax benefits for both the owner and the company.
FORBES: From "Do-it-Yourself" retirement income planning to "Don't-do-it-Yourself" exit planning
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And, for now, short term GRATs, grantor trusts and other valuable planning techniques remain at your disposal.
FORBES: 5 Reasons Why ATRA Is A Great Outcome For Estates
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Mr. Saret employs a number of techniques to accomplish these goals, including a variety of trusts, insurance arrangements, succession planning for closely held businesses, estate freeze transactions, and charitable planning.
FORBES: Lewis Saret - The Wealth Strategies Report