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This Month’s Topic:
Taking the Handcuffs Off the Surviving Spouse; presented by Joe Strazzeri, Esq. and Scott Stewart, Esq.
For years, estate planning attorneys have been using A/B trusts primarily to protect their clients against estate taxes (though there are other reasons such as creditor protection and family bloodline protection). Now, however, the majority of Americans are no longer subject to the estate tax – and capital gains taxes are what most of our clients are concerned about. Join Joe and Scott for a discussion on B trusts and AB Trusts – are they still the best option, and if not, what can/should you do about it?