Name
                                    Session 4: How to Decrease an Estate: Low-Hanging Fruit of Planning Opportunities
                                        Date & Time
                                    Monday, September 23, 2024, 2:30 PM - 3:30 PM
                                        Description
                                    How to Decrease an Estate: Low-Hanging Fruit of Planning Opportunities 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.
Speakers