Partner and National Chair of Katten's Private Wealth Department Joshua Rubenstein was quoted in a Crain Currency article on emerging trust and estate planning strategies in 2025.
Joshua commented on the importance of timing when it comes to transferring assets.
"Giving away assets always makes sense — and the sooner you give them away, the better," said Joshua.
Joshua went on to recommend this still, considering the federal estate tax exemption, which increases to $13.9 million in 2025, is expected to be extended by President-elect Trump and the Republican-controlled Congress.
"Key strategies for family office trust and estate planning in 2025," Crain Currency, January 2, 2025
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