Bertram Levy Authors Chapter for Book on Estate Planning

AGG Partner Bertram L. Levy authored a chapter titled “Observations on Estate Planning in 2012” for the 2012 edition of Estate Planning Client Strategies: Leading Lawyers on Navigating Recent Legislation and Understanding Its Impact on Estate Plans (Inside the Minds) published by Aspatore Books. The book provides readers with an insider’s perspective on developing and updating flexible estate plans. It features chapters written by experienced attorneys from across the nation who discuss recent legislation and its impact. Advice offered in the book includes incorporating trusts in an estate plan, focusing on tax considerations, addressing client concerns, and navigating the current economic climate.

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