Cannon Estate Planning Teleconference: Gift and Estate Tax Black Holes

Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been truer than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following:

• Emerging problems with GRATs
• Step transaction and valuation nightmares
• Gift tax consequences of trust modifications, premature terminations and decanting
• Mismatch between gross estate inclusion and marital or charitable deduction amounts

Registered participants will receive a link to join the virtual conference.

About Cannon Estate Planning Teleconferences

Cannon Estate Planning Teleconference Series is a teleconference on Wealth Management and Estate Planning topics.

The industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.