Estate Planning for the “Merely” Wealthy: Considerations for Those with Less Than the Current Federal Transfer Tax Exemption
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As the federal transfer tax exemption amount is currently $10 million indexed for inflation ($13.61 million in 2024), the majority of individuals do not need to be concerned about federal transfer taxes for lifetime gifts or at death. However, there are still important planning considerations for those with less than the federal exemption amounts and those will be discussed in this presentation including, GST tax, Titling of assets, Effect of the higher exemptions on existing trusts, Effect of the increased exemptions on formula clauses, Whether portability makes sense, or a credit shelter trust is still appropriate, Income tax considerations – basis adjustment planning, State tax law considerations, Adding flexibility to accommodate future tax law changes or changed circumstances and Benefits of trusts and traditional non-tax planning (asset protection, blended families, spendthrift considerations, etc.)
Read Lynn Halpern's bio here.
5:30 pm ~ Cash Bar
6:00 pm ~ Dinner is served
7:30 pm ~ Event concludes
Guests and prospective members are welcome!
