Doors open and breakfast served at 7:30 a.m., followed by a presentation from 8-9 a.m.

Join us for this one hour seminar, designed to keep you up-to-date and informed on the latest developments in the area of Trusts & Estates.

Topics will include:

·   Estate & Gift Exemption automatically drops 50% on 12/31/2025

·  Will the Exemption Remain Unchanged? Effect of 2024 Election

·  Those who use the Estate & Gift Exemption via pre-12/31/2025 gifts will not lose it.

·  Utilizing a SLAT to make use of Exemption while retaining marital unit access to gifted funds.

·  SLAT donor must be sole owner of gift; ensure this by separating joint assets prior to 12/31/2024

· Other ideas for 2024 consideration

 

*CLE will not be offered for this seminar

Click here to register.

PRESENTED BY BUCKINGHAM PARTNERS: