The Countdown to 2026: Advanced IDGT Planning Techniques for High Net Worth Clients
With the estate and gift tax exemption set to drop dramatically in 2026, this presentation is designed to arm advisers with the knowledge to engage high-net-worth clients in conversations about wealth transfer planning. Specifically tailored for fellow professional advisers, we explore sophisticated strategies involving intentionally defective grantor trusts designed to maximize benefits for clients, while also minimizing risk.