As Warrick prepared for the afternoon's meetings with Peggy and David Bartley, and Michelle and Ray Polanski, he tried to determine the optimal estate planning strategies for both couples in light of the reforms within the ATRA Should the couples continue using an AB trust strategy? Should either couple make use of a QTIP trust? What other strategies were available to each couple to reduce their gift or estate tax liability? https://hbsp.harvard.edu/tu/8b94fac5 As Warrick prepared for the afternoon's meetings with Peggy and David Bartley, and Michelle and Ray Polanski, he tried to determine the optimal estate planning strategies for both couples in light of the reforms within the ATRA Should the couples continue using an AB trust strategy? Should either couple make use of a QTIP trust? What other strategies were available to each couple to reduce their gift or estate tax liability? https://hbsp.harvard.edu/tu/8b94fac5