Estate Planning Towards a New Horizon

The Lifetime Gift and Estate Tax Exemption is currently the highest it has even been (with the exception of one year). At the end of 2025, this exemption is set to drop from $13.61 million per person to approximately $7 million per person. As a result, clients without a current estate tax problem may face one soon. This session will address strategies to consider in advance of the sunset and dive into other estate planning strategies for wealthy clients.

Learning Objectives:

1. Understand planning strategies to take advantage of the current higher Estate Tax Exemption amount
2. Learn to help clients navigate estate planning, especially for those in blended families or with children suffering from substance abuse and/or mental illness
3. Enhance your ability to identify problematic estate planning documents that need to be updated