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Thom discusses the massive reduction in the Estate Tax Exclusion, offering advanced planning techniques for maximizing benefits and adapting, in his seminar, "Estate Tax Exclusion Transition: A Strategic Approach" via Live National Webinar

Apr 11 2024
Estate Tax Exclusion Transition: A Strategic Approach
In this seminar, we explore the massive reduction in the Estate Tax Exclusion, assessing risks and opportunities. Attendees will learn advanced planning techniques like QPRTs, GRATs, CRTs, SLATs, and IDGTs to maximize the full exclusion and adapt to changing legislation. Gain crucial insights and equip yourself with a concise yet comprehensive guide to sophisticated strategies.

Thursday, April 11th @ 12 Noon ET
Register for this LIVE (no cost) seminar.
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Forster Boughman & Lefkowitz

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