Planning Strategies & Opportunities Before the Tax Cuts and Jobs Act Sunsets in 2025

The Tax Cuts and Jobs Act is set to expire at the end of 2025 …. will your clients be ready? And, more importantly, are you equipped with the information you need to advise them? Don’t miss this informative presentation that reviews the history of the federal estate and gift tax exemption, explores the different planning strategies and opportunities available to your clients, and shows you how to assess your clients’ circumstances when deciding whether the client is a good fit for a particular recommendation. Elder law attorneys, federal tax lawyers, and trusts and estate practitioners with intermediate practice experience who attend this online program will also learn: who should consider changing their estate planning strategies in advance of the sunset; how to implement these planning strategies with your client’s team, including their wealth management advisor, accounting, and valuation expert; what you need to know about annual gifting options and irrevocable life insurance trusts; how spousal lifetime access trusts and the reciprocal trust doctrine may help your clients; and grantor retained annuity trust and qualified personal residence trust.
Live Webcast
Tuesday, February 11, 2025
2:00 – 3:05 p.m.
1.0 hour MCLE credit
Learn more and register.