National Association of Estate Planners and Councils

March, 2023 Newsletter
Provided by Leimberg Information Services

See other issues.

Ron Aucutt's Top Ten Estate Planning and Estate Tax Developments of 2022

LISI is pleased to be able to share Ron Aucutt’s Top Ten Estate Planning and Estate Tax Developments of 2022.  Ron’s commentary is reprinted from the Bessemer Trust Insights for Professional Partners page (
Ron Aucutt is Senior Fiduciary Counsel at Bessemer Trust. In this role, he is responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans, and for guiding the firm on fiduciary issues. Prior to joining Bessemer, Ron practiced law with Miller & Chevalier Chartered in Washington, D.C., and with McGuireWoods LLP in Tysons, VA. He advised clients, lawyers, and other professionals on estate planning and helped resolve tax issues through IRS appeals and by obtaining rulings from the IRS National Office. He is a Fellow and former President of The American College of Trust and Estate Counsel and served as an officer in the U.S. Navy in the Gulf of Tonkin during the Vietnam War. Ron earned a J.D. and a B.A. from the University of Minnesota.  He lives with his wife in Lakewood Ranch, FL.

Here is his commentary: 

All NAEPC-affiliated estate planning councils are eligible to receive a discounted subscription rate to the Leimberg LISI service. Please see more information about the offering. You may also contact your local council office / board member to find out whether they are offering the service as a member benefit.