Planning for the Sunset of the Estate Tax Exclusion
Making Lifetime Gifts, Relying on Portability, Implementing Tried and True Strategies
A live 110-minute CPE webinar with interactive Q&A
This webinar will address key considerations trust and estate advisers should consider ahead of the sunset of the estate tax exemption in 2026. Our panel of estate planning and administration experts will provide concrete examples of estate planning strategies to circumvent and reduce transfer taxes for taxpayers whose estate is above the current estate tax threshold as well as for those whose assets will likely exceed the future estate tax threshold.
- Estate tax exclusion
- Sunset and exclusion adjustments
- Use it or lose it
- Weighing the economic sense of gifting
- Portability planning
- Basis step-up
- Start with the basics
- Hypothetical scenarios and examples
The webinar will address these and other critical issues:
- How estates can benefit from traditional estate planning techniques considering the impending sunset
- When clients should not rely on portability as an estate planning technique
- Which estates benefit from significant and immediate gifting?
- What should taxpayers not do in light of the reversion of the estate tax exemption in 2026?
- How spouses can coordinate their estate plans to circumvent transfer taxes
Griffin H. Bridgers
Hutchins & Associates
Mr. Bridgers' practice encompasses all areas of private wealth and family business. In addition to estate... | Read More
Mr. Bridgers' practice encompasses all areas of private wealth and family business. In addition to estate planning and estate administration, he is experienced in mergers and acquisitions, taxation, business transactions, franchising, commercial contracts, asset protection, executive compensation, employee benefits, qualified and non-qualified retirement plans, and nonprofit organizations. He counsels closely-held and family businesses, and nonprofit organizations, with their planning, succession, and liquidity needs in a variety of industries including tech, restaurant and retail, healthcare, manufacturing, construction, real estate, financial services, consulting, and professional staffing.Close
Ashley B. Sawyer
Loeb & Loeb
Ms. Sawyer focuses her practice on tax-efficient planning with an emphasis on each client’s personal, non-tax... | Read More
Ms. Sawyer focuses her practice on tax-efficient planning with an emphasis on each client’s personal, non-tax objectives. She also advises on and implements complex charitable and non-charitable planning techniques for high net worth individuals; counsels private foundations and public charities in applying for tax-exempt status and navigating governance issues; and assists with probate administration, trust administration, tax compliance, and transactions involving investment and residential real estate.Close
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CPE processing must be ordered prior to the event. See NASBA details.
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