Assets Charitable Planning Estate Planning Tax Planning 
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. tax code that are not permanent. GIFT AND ESTATE TAX PLANNING Outright Gifting.
Brown Advisory
APRIL 1, 2020
These planning opportunities are driven primarily by four factors: Materially lower market values for publicly traded securities, and a likely downturn in valuations of real estate and other illiquid assets. tax code that are not permanent. GIFT AND ESTATE TAX PLANNING. Outright Gifting.
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