LFA Trusts & Estates Community - January

Tuesday, January 14 at 1:30 ET

Moderator: David Stallings of Niles Barton

Topic: Before the general election, many legal and financial advisors expected the federal estate tax exemption, increased under the 2017 Tax Cuts and Jobs Act (TCJA), to reset at the end of 2025.   With a Republican sweep of the White House and Congress, have prevailing views on the prospect changed?  Post-election, what trends are you noticing among clients and colleagues as it relates to TCJA sunset planning?   What strategies were most popular for you and your clients before the election and what, if any, have changed since then?