Advanced Estate Planning Strategies:
Mitigating Tax Burdens through Trust Structures

March 21, 2024, 12:30 - 1:30 PM EST

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Few investment strategies can provide ultra-high-net-worth clients the kind of value that estate tax savings can bring. With the exemption threshold scheduled to sunset at the end of 2025, the federal estate tax exemption may be reduced from $13.61M to around $6.8M (adjusted for inflation). This means more clients will be exposed to the 40% federal estate tax, not to mention the several states that have their own estate taxes at much lower thresholds.

In this webinar, we’ll discuss key trust strategies to help clients move money out of their estates and reduce their tax burdens. We’ll delve into the pros and cons of Grantor Retained Annuity Trusts, Spousal Lifetime Access Trusts, Irrevocable Life Insurance Trusts, and Qualified Personal Residence Trusts.

Starting In

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Panelist

Jennifer M. Raess

Product Counsel at Vanilla

Registration & Fees

Cost: Complimentary

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Continuing Education

Registrants must attend the entire event to earn continuing education (CE) credit. Pending approval, the following entities have accepted it for CE credit:

Investments & Wealth Institute®

1 CE credit hour for CIMA®, CPWA®, and RMA® certifications. Audit-proof, Premier CE Uploaded to your certification record(s) within 2 weeks.

CFP® Board (PENDING)
1 CFP CE credit hour for CFP® certifications. Uploaded to your CFP® record within 2 weeks.

Access Instructions

After registering on this website, you will receive an email that will confirm your registration. This confirmation email will also contain your Zoom webinar registration link. Please additionally register with Zoom to secure your spot. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you have any questions. We highly recommend that you test the Zoom platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. You can only receive credit one time for viewing this program (live or recorded). The recording will be eligible for CE credit for Institute certifications.

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