June 12, 2024 | 11:30 AM - 12:30 PM | Webinar
Having an estate plan is of utmost importance, especially with the upcoming exemption sunset in 2026. By anticipating these changes, you can capitalize on current opportunities. Join Lutz experts Tom Hodgson, Ben Burton, and Ryan McGregor as they discuss the necessary documents, tax considerations, and gifting strategies to protect and preserve your assets.
KEY TAKEAWAYS:
SEMINAR LEVEL: Advanced
WHO SHOULD ATTEND: High Net-Worth Individuals