Planning Strategies & Opportunities Before the Tax Cuts and Jobs Act Sunsets in 2025
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Presented by the ISBA Trusts & Estates Section
1.0 hour MCLE credit
Original Program Date: Tuesday, February 11, 2025
Accreditation Expiration Date: February 24, 2027 (You must certify completion and save your certificate before this date to get MCLE credit)
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.
Program Coordinator:
Colleen L. Sahlas , The Law Offices of Hoy & Sahlas, LLC, Oak Brook
Program Chat Moderator:
Melissa Johnson , Generation Law, Elmhurst
Program Speakers:
Angela M. Iaria , Aronberg Goldgehn, Wheaton
Jennifer F. Kuzminski , Aronberg Goldgehn, Chicago
Program Information
- Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
- ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
- Fees:
- ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
- Non-Member Price $70
- New Attorney Member (within the first five years of practice) - $25
- Law Students – Free