April 15, 2026

Reger Rizzo & Darnall LLP Senior Counsel and Chair of the Firm’s Wills, Trusts & Estates Practice Group, Joel S. Luber has authored a new article, “Joint Trusts [Not Your Father’s Oldsmobile],” published by the Philadelphia Estate Planning Council.

In the article, Luber examines how significant changes in federal estate tax law have reshaped traditional estate planning strategies and shifted the focus toward income tax considerations, particularly basis step-up planning. He provides an in-depth analysis of joint trusts, exploring their growing relevance for today’s clients—especially those with substantial assets below the federal estate tax threshold—and outlines when these structures may offer meaningful advantages.

Luber also addresses key considerations for practitioners, including structuring options, potential risks, and the evolving role of joint trusts in achieving comprehensive estate planning objectives. The article offers practical insights for attorneys, financial advisors, and other professionals navigating the complexities of modern estate planning.

Joel S. Luber focuses his practice on sophisticated estate planning, asset protection, estate administration, and related tax matters. As Chair of the Firm’s Wills, Trusts & Estates Practice Group, he works collaboratively with clients and their advisors to develop tailored strategies that address complex financial and family dynamics.

Read the full article, “Joint Trusts [Not Your Father’s Oldsmobile].”