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Listen "Episode 40: IN FOCUS: “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset”"
Episode Synopsis
This week, join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics. Today, we will discuss “Use it or Lose it - Securing the use of the $13 Million+ Federal Estate, Gift and GST Tax Exemptions before Sunset” featuring Jay J. Scharf, Esq., LL.M, Partner, McDermott Will & Emery LLP and John S. Kiely, Esq. LLM, Counsel, McDermott Will & Emery LLP. Today’s show will provide an overview of the federal estate, gift and generation-skipping transfer tax system and timely strategies to maximize the use of the exemptions. It will also discuss the current federal transfer tax landscape and legislative proposals, as well as cover important planning opportunities and reporting requirements that advisors to high-net-worth individuals and families must take into account. Stay connected:1) Questions? Comments? Reach out to [email protected]) Signup for my monthly newsletter here: https://www.ParkBridgeWealth.com/newsletter 3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn Hosted on Acast. See acast.com/privacy for more information.
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