As Warrick prepared for the afternoon's meeting with Peggy and David Bartley, and Michelle and Ray Polanski, he
tired to determine the optimal estate planning strategies for both couples in light of the reforms within the ATRA. Should the couples continue using as AB trust strategy? Should either couple make use of a QTIP trust? What other strategies were available to each couple to reduce their gift or estate tax liability?
The couple can use the QTIP strategy as this strategy is more flexible than AB strategy and... View the full answer