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DTSTART;TZID=America/New_York:20241003T130000
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UID:6417-1727960400-1727965800@www.portlandtrust.com
SUMMARY:Sunset 2025? Planning with the Estate Tax Exclusion Given Future Uncertainty
DESCRIPTION: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. \n\n\n\nDiscussion Highlights: \n\n\n\n\nPlanning in anticipation of a possible sunset\n\n\n\nAvoiding the step transaction and reciprocal trusts doctrines\n\n\n\nUpdate on valuation adjustment clauses to reduce audit risk\n\n\n\nGuidance on how much time wealth advisors need to implement new lifetime transfers\n\n\n\nOther important tax considerations based on the position papers of the current presidential candidates\n\n\n\n\nSpeakers: \n\n\n\nThomas W. Abendroth\, Partner\, ArentFox Schiff LLP \n\n\n\nStephen W. Murphy\, Partner\, McGuireWoods LLP \n\n\n\nContinuing Education Credits: \n\n\n\nLive and Recording—CTFA 2.0 creditsApproved for 1.5 ME CLE \n\n\n\nTo register\, please email amelia.dow@portlandtrust.com.
URL:https://www.portlandtrust.com/event/cle-10052024/
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