Monthly Meeting and Presentation on Estate Tax Exemption Sunset

Date: Thursday, February 22, 2024
Time: 8:00am - 10:00am
Location: One Daytona Blvd., Daytona 500 Room, Nascar Building, Daytona Beach
Speaker: Thomas C. Shaw, J.D., Attorney with Forster Boughman

Estate Tax Exemption Sunset:  Dangers & Opportunities

In the seminar, we will explore the imminent Estate Tax Exemption Sunset in 2026, assessing both the risks and strategic opportunities it presents.  Covering the fundamentals of estate and gift tax, we delve into the implications of the impending exemption reduction and potential legislative changes.  Attendees will gain crucial insights into advanced planning techniques, such as QPRTs, GRATs, CRTs, and IDGTs, empowering them to effectively maximize the full estate tax exclusion and adapt to the evolving landscape of estate planning.   Attendees will be equipped with a concise yet comprehensive guide to sophisticated strategies, ensuring they are well-prepared to optimize their clients' estate planning efforts.

Thomas Shaw practices in the areas of estate planning, estate and gift taxation, corporate and business law, probate and trust administration, and general real estate.  Thom is Board Certified in Wills, Trusts and Estates Law, and he holds the highest possible Martindale-Hubbell rating of AV-Preeminent.

Join us for this timely presentation, breakfast, and networking with your local professionals. 



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