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COR2316 - The Current State of Estate Planning, Gifting, and Business Succession Planning

‐ Dec 4, 2023 6:05pm

Session will cover the current state of the lifetime exemption and how to effectively and strategically transfer assets to future generations in light of the pending sunset of the current estate and gift tax exemptions. 

Learning Objectives:

  • Review the current state of the estate and gift tax law
  • Discuss strategies of effectively and efficiently transferring assets to future generations



Concurrent Session Onsite and Online

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