While rising exemption limits have dramatically reduced the number of estates subject to federal estate tax, the need for thoughtful estate planning hasn’t gone away—it’s evolved. In this insightful article, Meltzer Lippe partners and co-chairs of Meltzer Lippe’s Trusts & Estates Group, Avi Kestenbaum and Mary P. O’Reilly, explore the shifting landscape of estate planning in a post-ATRA world, where income tax planning, family dynamics, business succession, and asset protection are more critical than ever. With real-world examples and forward-looking strategies, they demonstrate why a multi-faceted, personal approach to planning remains essential, regardless of estate size.
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