FVC2447. Estate Planning With The Anticipated Change in 2025

The estate tax exemption amount is currently set to be cut in half as of December 31, 2025. This will increase the need for valuation and estate planning services. This presentation will discuss what you need to know as an appraiser about the pending changes and estate planning techniques so you can effectively advise your clients on planning for their business transition.

Learning Objectives:

• Identify the current estate tax limitations and the anticipated changes as of December 31, 2025.
• Compare different estate planning techniques.
• Identify areas where business valuation individuals get involved in the various estate planning techniques.
• Identify ways business appraisers can work with attorneys to assist clients in estate planning.