eCourse
Planning for Clients Who Might Have a Taxable Estate
Contains material from Sep 2024
Planning for Clients Who Might Have a Taxable Estate
Not yet rated
Technical Questions?
512.475.6700
service@utcle.org
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
- TX MCLE credit expires: 10/31/2025
Preview mode.
You must be signed in, have purchased this eCourse,
and the eCourse must be active
to have full access.
Preview Sessions
Credit
Show session details
1.
Planning for Clients Who Might Have a Taxable Estate (Sep 2024)
Jeff Chadwick
0.75
0.00
0.00
0.75
Preview Materials
Download session materials for offline use
Session 1
—44 mins
0.75
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