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Planning for Clients Who Might Have a Taxable Estate
Contains material from Sep 2024
Planning for Clients Who Might Have a Taxable Estate
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As advisors, if we knew when clients would pass away, who would survive them, the assets included in their taxable estates, and what the tax laws would be at the time of their deaths, we could all design perfect estate plans. Of course we are forced to do the best we can with what we have, including a scheduled 50% reduction to the transfer tax exemption amounts in 2026. This presentation focuses on estate planning and gifting strategies for clients who may or may not have a taxable estate, offering practical examples designed to empower advisors to enhance client relationships.
Includes: Video Audio Paper Slides
- Total Credit Hours:
- 0.75
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 10/31/2025
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Planning for Clients Who Might Have a Taxable Estate (Sep 2024)
Jeff Chadwick
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Session 1
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Planning for Clients Who Might Have a Taxable Estate (Sep 2024)
As advisors, if we knew when clients would pass away, who would survive them, the assets included in their taxable estates, and what the tax laws would be at the time of their deaths, we could all design perfect estate plans. Of course we are forced to do the best we can with what we have, including a scheduled 50% reduction to the transfer tax exemption amounts in 2026. This presentation focuses on estate planning and gifting strategies for clients who may or may not have a taxable estate, offering practical examples designed to empower advisors to enhance client relationships.
Originally presented: Aug 2024 Estate Planning, Guardianship and Elder Law Conference
Jeff Chadwick,
Winstead PC - The Woodlands, TX