Should I Worry About Changes to the Estate & Gift Tax Exemption?

Seven years after joining CPMT, I am so proud and overjoyed to welcome one of my original mentors, Douglas Wessinger, and another protégé of Doug’s, Ritesh Patel, to Cohen Pollock Merlin Turner.

When Cohen Pollock & Merlin commenced doing business in 1977 it was, essentially, an estate and tax planning boutique. The vision was for it to be a “cutting edge” planning firm.