Recent legislation at both the federal and state level has resulted in significant changes in the areas of income taxation, estate and inheritance taxes, planning for education, and Medicaid (Title XIX) planning. For a summary of recent legislation, click on a title below:

• 2003 Legislative Developments
  Includes an overview of the Jobs and Growth Relief Reconciliation Act of 2003; changes to Connecticut's inheritance and gift tax laws; and important developments regarding Connecticut's Medicaid (Title XIX) program.
  
  
• Overview of The Economic Growth and Tax Relief Reconciliation Act of 2001
  A comprehensive overview of the 2001 Tax Act, including planning opportunities under the new laws.
  
  
• Overview of The Taxpayer Relief Act of 1997
  An overview of the 1997 Tax Act provisions effecting estate and gift tax, family tax relief, savings and investment incentives, and sales of capital assets, including personal residences.