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PEP MCLE Lunch - Kate Wilcox - "Is it 2012 Again? Estate Planning for a (Potential) Exemption Drop in 2026”

  • Thursday, November 02, 2023
  • 11:45 AM - 1:00 PM
  • Sierra View County Club, 105 Alta Vista Ave., Roseville, CA
  • 9


  • Open to all PCBA and non-PCBA members who are not members of the Probate & Estate Planning Section
  • For all Probate and Estate Planning Section members

Registration is closed

Is it 2012 Again? 

Estate Planning for a (Potential) Exemption Drop in 2026

Date:  November 2, 2023

Time:  11:45am (check-in) - 1:00pm

Location:  Sierra View County Club

Once again, estate planners are facing the specter of an estate tax exemption drop.  However, this time we have the benefit of some hindsight and what did and didn’t work in 2010 and 2012.  Kate Willcox will discuss estate planning ideas for the next two years and options for planning with uncertainty regarding estate taxes.  This presentation will include thoughts on planning for both taxable and non-taxable estates, and ways to build in flexibility to streamline last-minute gifting.  The discussion will also include details about the new Corporate Transparency Act and its potential effect on estate planning strategies over the next few years.

Kate Willcox is a shareholder with Boutin Jones in Sacramento focusing on both foundational and complex estate and gift planning, including tax planning and 1031 exchanges, as well as post-death trust administration. 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.  Originally from Ohio, she has a B.A. from American University and a J.D. from Georgetown University Law Center. She lives in Midtown Sacramento with her husband, daughter, and cat, and she currently serves on the board of the Sacramento Region Community Foundation and the Sacramento Estate Planning Council.

When you register, be sure to check the box for your menu selection.  Cost is $30 for all PCBA Probate and Estate Planning Section members, $35 for all other registrants whether you are a PCBA member or not.

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