The estate and gift tax exemption (set at $13.61 million per individual in 2024) is due to expire on Jan. 1, 2026. If Congress doesn’t act, that tax exemption will be cut in half to about $6 million. To help your clients prepare for the real possibility of a reduced exemption, you need to discuss wealth transfer strategies with them and the possibility of “clawback” (that is, the IRS deciding that money that your client has transferred will be considered part of the estate for estate tax purposes). Our experts will discuss what the sunset will mean for your clients and how to prepare for that possibility. They’ll also answer your pre-submitted questions.
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Speakers
Jody R. King, JD, CPA
Director of Wealth Planning
Fiduciary Trust Company
James I. Dougherty
Partner
Dungey Dougherty PLLC
Susan Lipp – Moderator
Editor in Chief
Trusts & Estates
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