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Maximizing Federal Estate Tax Exemption: Strategic Insights for Advisors

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.