Partner Karen Schiele Published in "Practical Tax Strategies" Magazine

Karen Schiele, a partner in Carter Ledyard’s Trusts & Estates practice group, focuses her practice on wealth transfer planning, estate and trust administration, and tax-exempt organizations. Her article, titled “Portability: A Valuable Estate Planning Tool but With Limitations,” explains that portability is a useful estate planning tool but is no substitute for thoughtful estate planning. T&E associate Caroline Fischer assisted in drafting this article.

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