Shining Some Light on the Sunset

Thursday, December 12, 2024, 1:00 PM - 2:00 PM, Eastern Time
 
Presenter: Phoebe Stone
 
WHAT WE’LL COVER
 

Exemption amounts for gift, estate, and generation-skipping transfer (GST) taxes are at historically high levels - but the sunset is scheduled for the end of 2025. What will this mean for your clients? What techniques might you wish to employ before the sunset? This webinar will address these questions and more, providing a foundational overview and context for practitioners less familiar with these issues, and addressing estate planning techniques from basic gifting to sophisticated estate-freezing strategies that you may wish to employ now, before the sunset.

This webinar is intended for practitioners with all levels of experience.

TUITION

This webinar is included with all WealthCounsel subscriptions that include Wealth Docx.
WealthCounsel Guests: $129

Attendees will have access to materials and recordings until Sunday, January 31, 2027.

For additional program information or any questions or concerns, please contact Member Services at memberservices@wealthcounsel.com or (888) 659-4069, ext. 818.