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.