Mind the Gap: A Tale of Two Exemptions

Amy Takeuchi Wanlass is Senior Director of Family Office Planning at BMO Wealth Management, bringing over a decade of expertise in estate planning, tax advisory, and complex wealth transfer strategies for individuals and families. Prior to joining BMO, she served as Senior Vice President and Senior Wealth Advisor at Northern Trust and as a Senior Wealth Planner at Wells Fargo Private Bank, and earlier in her career practiced as a trusts and estates attorney at nationally recognized law firms including Venable LLP and Mitchell Silberberg & Knupp LLP. Amy holds a J.D. from UCLA School of Law and a B.A. in History and Theatre from UC Davis, and is a member of the California State Bar.

Elizabeth Glasgow is a Partner at Buchalter and national Co-Chair of the Trusts and Estates Group, where she advises ultra-high-net-worth individuals, families, and entrepreneurs on complex wealth transfer strategies, tax minimization, business succession planning, and charitable gift structures. A Fellow of the American College of Trust and Estate Counsel (ACTEC), Elizabeth is consistently recognized as a leading authority in her field, having been repeatedly ranked as a top California attorney by Chambers High Net Worth and honored nationally by The Best Lawyers in America. She is a sought-after lecturer on complex wealth transfer and tax strategies, with recent presentations at the American Bar Association, the USC Tax Institute, and the National Association of Estate Planning Councils.