The Countdown to 2026:  Advanced IDGT Planning Techniques for High Net Worth Clients 

| Koley Jessen Seminar

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. 

Explore Our

Newsroom


Learn about the latest legal news, firm announcements, and upcoming events on the topics important to you and your business.

Jump to Page

Necessary Cookies

Necessary cookies enable core functionality such as security, network management, and accessibility. You may disable these by changing your browser settings, but this may affect how the website functions.

Analytical Cookies

Analytical cookies help us improve our website by collecting and reporting information on its usage. We access and process information from these cookies at an aggregate level.