Review Detail

Great job as always, Bob. Super overview of the estate and trusts area for sure. Somewhat elementary for RIAs with strong tax and legal backgrounds, but valuable as a quick review nevertheless. Agree with Bob on virtually all points, including the possibility of estate tax exemptions being reduced in the future. Not many people think about this issue but should be cognizant of it for long-term planning purposes. Minor note: Incorrect use of the word "Principals" in presentation--should be principles.