Advanced Planning in 2021 Change: IDGTs and SLATs

As the estate tax exemption sunset looms on the horizon, Kate Willcox will discuss planning strategies that you can implement now to take advantage of the high exemption while still retaining flexibility for your clients.  This presentation will cover the use of SLATs, IDGTs, and GRATs to freeze high value estates and begin the process of transitioning wealth to the next generation while allowing clients to retain control and access to capital.

Kate Willcox is with Boutin Jones law firm.  Her practice focuses on both foundational and complex estate and gift planning, including tax planning, as well as post-death trust administration. Her estate planning background includes working with blended families and same-sex couples. She also has experience working with clients to set up irrevocable trusts, including grantor trusts, ILITs, GRATs, QPRTs and charitable trusts. Her business succession planning practice includes structuring plans to efficiently and effectively transfer family businesses to the next generation, as well as “estate freeze” transactions to minimize the tax burden of doing so.

This lunch will be held via Zoom Video Conference. Registered attendees will be provided with a link to Zoom registration once you have registered for this event and paid your fee online.  You must register on Zoom in order to receive the encrypted link for joining this secured web conference.  The link for registering will be found on your PCBA registration email.  Please be sure to register on Zoom no later than April 25 in order to receive written material.

This video conference will provide one hour MCLE credit or one hour specialty credit.

Cost is $15 for PCBA Probate Section members and $25 for PCBA non-section members or non PCBA members. Space is limited so be sure to sign-up early.