EVENT DESCRIPTION
Join MSATP and Frost Law for an informative 2-hour webinar case study to demonstrate various estate and tax planning techniques commonly helpful for individual and business owner clients. Our presentation will use a real life example to lead a practical discussion about the benefits of revocable trusts, life insurance, life insurance trusts, gifting, planning for liquidity and business succession planning. The case study will also guide us through post-death issues including when the pitfalls occur, including liquidity issues like tax deferral through 6166 Elections or borrowing, 754 elections.
EVENT OBJECTIVE
Understand the potential changes to estate tax laws set for 2025 and how they impact your clients. Learn effective estate planning strategies that maximize tax efficiency and protect family wealth. Gain insights into the latest compliance requirements and how to best prepare for upcoming regulatory shifts. Discuss real-life case studies and practical scenarios to apply these concepts in your practice.
