With the sunsetting at the end of 2025 of the Federal Estate Tax Exemption, come hear how life insurance could help your wealthy clients transfer an extra $6.80 million ($13.61 million for a married couple) free of estate taxes to subsequent generations.
This discussion will provide you with critical strategies to help your clients make the most of the current tax environment.
Key Takeaways:
- Get a clear overview of the changes introduced by the Tax Cuts and Jobs Act of 2017 and what they mean for estate planning.
- Learn about the scheduled reversion of the estate tax exemption in 2026 and its implications for high-net-worth individuals.
- Discover how to effectively use the temporarily doubled exemption to transfer significant wealth free of estate taxes before the end of 2025.
- Explore the challenges associated with gifting under the current exemption limits and practical solutions like Spousal Lifetime Access Trusts (SLATs).
The webinar will conclude with a Q&A session.
Featured Speakers
Amy has 36 years of experience in the insurance industry with a focus on life, long term care, and disability income insurance for individuals. She began her career in customer service before moving to case management, and lastly transitioned to working with the independent advisor. Amy joins the DPL team as Director, Insurance Solutions and is excited to solve for the developing insurance need in clients’ portfolios.
Bret Riddle is a Senior Analyst in the Advanced Designs Unit (ADU) at Pacific Life. The ADU is a group of insurance and legal professionals specialized in advanced sales concepts such as estate planning, business succession, executive compensation, charitable giving, retirement, and premium finance. Prior to his time Pacific Life, Bret was in-house legal counsel for a venture capital firm in Orange County, CA. Bret received his bachelor’s degree from the University of San Diego, and his Master of Business Administration (MBA) degree and Juris Doctor (JD) degree from the University of Kansas. Bret is a member of the State Bar of Missouri and is Registered In-House Counsel with the State Bar of California.