Name
Superstition – Planning for Simplicity and Tax Efficiency with Uncertain Estate, Gift and GST Exemptions
Date & Time
Thursday, October 19, 2023, 3:15 PM - 4:15 PM
Speakers
Description
Is the writing on the wall? Is the (Estate Gift, and Generation-Skipping Tax Exemption) ‘bout to fall? Seven years of bad luck and goods things in the past? This presentation will review how the use of portability and disclaimers can benefit clients who want a “simple” estate planning approach as we prepare for the scary future of Estate, Gift and Generation-Skipping Tax Exemptions.
Session Type
Symposium
Speaker Invited?
Committee Member Assigned
Speaker Confirmed?
Yes
Topic Title?
From Speaker
Topic Description?
From Speaker
Speaker Bio?
From Speaker
Materials Submitted?
Yes, Final
Dinner RSVP
No