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Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty

October 3 @ 1:00 pm 2:30 pm

At the end of 2025, the increase in the estate tax applicable exclusion amount made in 2017 is scheduled to sunset, cutting the exclusion in half. This session will discuss planning in anticipation of this possible major change in the estate tax law.

Discussion Highlights:

  • Planning in anticipation of a possible sunset
  • Avoiding the step transaction and reciprocal trusts doctrines
  • Update on valuation adjustment clauses to reduce audit risk
  • Guidance on how much time wealth advisors need to implement new lifetime transfers
  • Other important tax considerations based on the position papers of the current presidential candidates


Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.0 credits
Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com.


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