Current estate tax exemption limits are scheduled to sunset in 2025, but there is support for a repeal of the Tax Cuts and Jobs Act of 2017, potentially reducing those exemption limits sooner. In this session, Mr. Siegel discusses strategies to potentially “lock in” the attractive exemption limits for wealthy clients. Learn about the current state of estate tax law and Biden Administration proposals as Siegel explains the potential impact on clients’ estate plans in 2021 and beyond. Siegel will then identify the areas of estate planning to proactively discuss and identify ways to work with estate attorneys effectively for the benefit of your client.

Speaker:

Steve Siegel, JD, LL.M

President, The Siegel Group 

Premier Continuing Education (CE):

- 1.5 hours of tax & regulations CE credit for CIMA^®, CPWA^®, and RMA^® certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected