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.

Speaker:

Steve Siegel, JD, LL.M

President, The Siegel Group 

Premier Continuing Education (CE):

- 1 hour 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