Skip navigation
Seven Reasons to Start Planning Before Exemption Change

Seven Reasons to Start Planning Before Exemption Change

Use it or lose it.
Resources

As most advisors are aware, the lifetime exemption from federal gift, estate and generation-skipping transfer tax will rise to $13.61 million in 2024. Practitioners should educate clients about the benefits of planning before the exemption is cut in half by operation of law in 2026, or earlier, depending on the outcome of the 2024 federal elections. 

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish