ENG2413. Planning for Persons with Assets Below the Transfer Tax Exclusion (EST, PFP)

This session will address income, gift and estate planning ideas for persons not likely to be subject to the federal transfer tax for lifetime gifting and at death. The best planning ideas to maximize benefits for themselves, spouses, children, grandchildren and charity will be discussed.

Learning Objectives:

• Recognize the likely gift and estate tax thresholds and those persons who will or will not be subject to these taxes.
• Identify tax and estate planning advantages that persons may and should use to their advantage.
• Identify potential mistakes that may be made without adequate planning considerations.