In this year’s final edition of INFOexchange, you’ll read:

✔️ Message from CALU’s Chair of the Board of Directors for 2025-2026, Sterling Rempel
✔️ Advocacy update from the Chair of the Tax Policy and Advocacy Committee, Melanie Weinberg
✔️ Expert article on “The impact of recent AMT changes on trusts” by Alex Kerslake and Lorenzo Armena
✔️ Expert article on “A fresh look at Universal Life” by Lynn Lin

(Members only)

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