Bloomberg
September 14, 2021 – Mallon FitzPatrick was featured in Bloomberg’s article “An Expensive Surprise for Rich Heirs Lurks Inside the Democrats’ Tax Plan”, which discusses the proposal that aims to upend how the wealthiest 0.1% of Americans pass on their fortunes tax-free. Read his insights here: https://www.bloomberg.com/news/articles/2021-09-14/democrats-target-grantor-trusts-the-rich-use-to-pass-on-fortune-tax-free?sref=dcitGkK3