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Events & Speaking Engagements


Potential Estate Tax Law Changes and What To Do Now for Your Clients


The Tax Cuts and Jobs Act of 2017 brought a significant increase to the
lifetime exemption with a sunset in 2026. However, with a new administration,
we expect to see changes to the gift and estate tax laws prior to 2026. There is still
time for high net worth clients to engage in wealth transfer planning to take advantage
of the current estate tax laws before implementation of any changes. This presentation will
cover potential tax law changes, as well as planning opportunities clients should take
now to save significant estate taxes.


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