The presidential election is less than two months away, and with that comes a possible change of administration.
Our speakers will discuss Vice President Biden’s tax proposals and the best strategies to use to plan for those possible changes now. These strategies include maximizing the current federal estate, generation skipping transfer and gift tax exemptions, maintaining flexibility through the use of trusts and powers of appointment, when and how to use grantor retained annuity trusts now, as well as anticipating possible state reactions to a lower federal estate tax exemption and increasing deficits.
The panel will also discuss possible changes (for example, estate tax repeal or extension of the high exemption amounts) if Donald Trump wins re-election. It’s important to act now, because once the election occurs, it may be too late.
CLE, CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Co-Founder & Co-Chief Executive Officer
South Dakota Trust Company, LLC
Joy Matak, JD, LLM
Principal and Trusts and Estates National Practice Co-Leader
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.
Editor in Chief
Trusts & Estates
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