Review Detail

Could have been clearer on WHO will be impacted by the changes. For example, much of the discussion around CRTs are (probably, if I understood correctly) only applicable for people that have estates over (after a reduction) $3.5Million. An asset level above those of most clients, and for those near that level (say at around $4million), the better strategy would be to aggressively make donations under the annual limit (i.e. non-reported)