Wealth Management

Wealth In a Changing World Episode 2:
Spousal Limited Access Trusts

To continue our Wealth in a Changing World series, Managing Partner, Andrea Baumann Lustig recently sat down for 4 conversations with Lydia Vercelli, Partner at BDO, on the impact of President Biden’s proposed tax law changes.

In Episode 2 of 4, they review Spousal Limited Access Trusts and review how they can be a good way to use up more of your exemption to protect your estate.

This episode was previously recorded.

Please do not hesitate to reach out to us for the latest updates around the evolving landscape for tax, estate and wealth management planning.

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