Name
Session 4: How to Decrease an Estate: Low-Hanging Fruit of Planning Opportunities
Date & Time
Tuesday, October 24, 2023, 2:30 PM - 3:30 PM
Description

How to Decrease an Estate: Low-Hanging Fruit of Planning Opportunities (presented by Jeffrey Williamson, JD, MAcc) will examine ways to mitigate estate taxation by reducing the size of the gross estate via strategic planning. Topics covered will include irrevocable life insurance trusts (ILITs), spousal lifetime access trusts (SLATs), and other strategies.