SOP2203. The State of Estate Planning: 2025 Is Around the Corner

It is vitally important to stay on top of the latest updates and developments in trust and estate planning, especially in light of recent legislation and the evolving political landscape. During this presentation, you will be provided with practical advice and high-level tax guidance to advise your clients regarding the most tax-efficient planning techniques to help them achieve their objectives and goals. Topics covered will include limited family partnerships and family LLCs, trusts and estates, and charitable tax planning.

Learning Objectives:

• Identify the trust and estate planning trends and innovations set in motion by the Consolidated Appropriations Act, CARES Act, SECURE Act, and Tax Cuts and Jobs Act.
• Determine ways to help clients align their own wealth planning needs and philanthropic desires with new giving strategies and opportunities.