The "Tax Jobs and Cuts Act" substantially increased the amount of gift and estate tax exemption available for each person. The changes expire after 2025. Now what do we do? Do we hurry and make gifts? Do we wait? Do we make gifts but draft the trusts differently to provide flexibility? Which leveraging techniques do we use? How do they work? Steve Oshins will discuss all of this!
• Learn how to take advantage of the new tax laws, but also build flexibility into the plan to make adjustments as the tax laws continue to change.
• Learn how to explain the advanced estate planning techniques to your clients.