Planning for the Biggest Wealth Transfer Opportunity in History!
The current transfer tax planning environment avails high net worth clients of unprecedented wealth transfer opportunities. However, the outcome of the 2020 federal election could bring significant changes as early as next year it there is a sweeping political power change, such as higher transfer tax rates, lower exclusion amounts or severe limitations on certain estate planning strategies. Clients are currently “lining up out the door” of the offices of estate planning attorneys, tax professionals, qualified appraisers, etc., to implement plans to take advantage of these opportunities before year end. Join this Lion Street-hosted webinar to hear from the estate planning team at Husch Blackwell, a national law firm, about the potential impact of Presidential Candidate Joe Biden’s tax proposals and what planning decisions high net worth clients should consider in the critical period of the next 6-9 weeks. Waiting until the last minute may put your clients at “the back of the line” and cause them to miss this window of opportunity altogether!
