Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty 2024 | American Bankers Association (ABA) | 2 October 2024 | Webinar
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Thu Oct 3 UTC (2 months ago)
In your timezone (EST): Wed Oct 2 8:00pm - Wed Oct 2 8:00pm |
| Location | Webinar |
| Region | All |
Details
At the end of 2025, the increase in the estate tax applicable exclusion amount made in 2017 is scheduled to sunset, cutting the exclusion in half. This session will discuss planning in anticipation of this possible major change in the estate tax law.
Discussion Highlights
• Planning in anticipation of a possible sunset
• Avoiding the step transaction and reciprocal trusts doctrines
• Update on valuation adjustment clauses to reduce audit risk
• Guidance on how much time wealth advisors need to implement new lifetime transfers
• Other important tax considerations based on the position papers of the current presidential candidates
Audience
• Wealth management professionals: advisors, managers, officers
• Trust professionals: managers, advisors, officers
• Estate planning professionals
• Private bankers
• Tax and financial professionals
Speakers
2024 Speakers
Thomas W. Abendroth
ArentFox Schiff LLP
Stephen W. Murphy
McGuireWoods LLP