Name
Basis Planning Since $15M Permanent Exemption/Credit
Date & Time
Friday, September 25, 2026, 2:05 PM - 3:05 PM
Speakers
Description
[provisional] With the transfer-tax exemption now permanently at $15M, this session covers basis-planning strategies for clients no longer likely to face federal transfer tax, including its interaction with renunciation and upstream planning and the QTIP-inclusion question.
Session Type
Conference