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Future Headwinds? Estate Planning and the 2024 Election
Date: October 15 Time: 12:00 pm - 1:30 pm
Cost: This event is being offered as a free education session.
Woburn, MA 01801
Please join McLane Middleton attorneys Bradford N. Vezina and Philip L. Tizzano as they explore and analyze how the upcoming presidential election and proposed tax reforms (income, gift, and estate) could dramatically alter and curtail some of the most widely used planning tools and strategies currently available to estate planners and wealth advisors. The presenters will also examine planning opportunities for clients to take advantage of now in anticipation of these possible tax changes.
Topics include the following:
- Sunset of high exemption amounts under the Tax Cuts and Jobs Act (TCJA)
- Proposed progressive estate tax rates
- Possible changes to income tax basis step-up at death rules and grantor trust planning
- Proposed GRAT reform
- Possible adjustments to the gift and generation-skipping transfer (GST) tax
- Valuation discounting
Please join us for a discussion of some essential planning opportunities available under current law—opportunities that may be diminished, curtailed, or unavailable following the election.
Presenters
Brad focuses his practice on designing, developing and implementing comprehensive estate plans for individuals and families across the economic spectrum. As a Director in the firm’s Trusts and Estates Department, Brad advises clients in a wide range of sophisticated wealth transfer and tax planning strategies. Brad represents clients in probate court matters including estate settlement, guardianship and conservatorship proceedings, and adoptions. He also counsels individual and corporate trustees regarding their fiduciary duties during the administration of trusts.
Phil focuses his practice on all aspects of Estate Planning and Estate and Trust administration. He works closely with clients to develop individualized and sophisticated estate plans to meet each client’s personal goals for wealth transfer and asset protection. Phil counsels clients on estate tax minimization strategies, probate avoidance, special needs planning, charitable giving, and protection of assets. He is also an experienced estate administrator, where he guides clients through the complexities of administering a loved one’s estate and the settlement of trusts.