UBS On-Air: 'FOSG Insights Podcast: Tax and estate planning strategies in uncertain times'

Summary: Ann Rybak, Head of Family Office Solutions Group, is joined by Ann Bjerke, Head of Advanced Planning, to discuss estate planning trends and best practices she has seen as a result of the COVID-19 pandemic, as well as the tax policy implications of the upcoming U.S. Presidential Election. Ann Bjerke shares her thoughts on likely tax policies under either a Biden presidency or a re-elected Trump administration, what estate planning considerations should be explored before year-end and more. As a reminder, UBS does not provide tax or legal advice, and clients should consult their tax advisors for their tax planning needs.