Session 5 - Getting Ready for 2026
What You'll Learn
Join Alan Gassman, Esq., for a deep dive into the nuances of wealth transfer and estate planning with a particular focus on maximizing the benefits of the current higher gift tax exemption limits before they are scheduled to revert in 2026. Participants will…
Tom Dickson
Financial Experts Network
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Join Alan Gassman, Esq., for a deep dive into the nuances of wealth transfer and estate planning with a particular focus on maximizing the benefits of the current higher gift tax exemption limits before they are scheduled to revert in 2026. Participants will explore:
Detailed Case Studies on Large Gifts: Learn from real-world scenarios that showcase the impacts and nuances of making substantial gifts. Understand the strategic decisions involved in optimizing large wealth transfers and their implications on overall estate planning.
Exemption Opportunities: We will cover the critical importance of acting before 2026 to leverage the temporarily increased exemption amounts. Discussions will highlight how making significant gifts now can reduce your taxable estate and secure a financial advantage for your beneficiaries, ensuring that you fully utilize these favorable conditions while they last.
Risk Mitigation: An integral part of this session will focus on balancing the generosity of giving with the practical need to retain sufficient assets. We’ll teach you how to assess the risk of depleting your resources too early, ensuring a comfortable and secure financial future for yourself while still achieving your philanthropic and legacy goals.
Hands-on Financial Analysis: Attendees will not only learn but apply knowledge using the EstateView estate planning software in its Pro-Plus mode. This tool will allow you to run detailed numbers, create sophisticated illustrations, and simulate various estate planning scenarios. This practical experience will solidify your understanding and provide a tangible skill set that can be immediately applied to your practice or personal estate planning strategy.
*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.