Right-Sizing a Transfer Tax Strategy

Date: Tuesday, May 14, 2024
Time: 12:00pm - 1:00pm
Location: Butler Snow LLP, 1020 Highland Colony Parkway, 14th Floor, Ridgeland, MS
Speaker: Jennifer Goode, Bernstein Private Wealth Management

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In structuring a transfer-tax strategy, it’s important that clients consider not only the potential for estate tax at their passing but also the retained liquidity needed to support a long, happy life. With this presentation, Jennifer will unpack how best to identify the level of liquidity a client should retain for spending needs and the importance of forecasting ongoing tax liabilities associated with the use of grantor trusts. Additionally, she will examine the potential “punch” provided by nontaxable and/or zeroed-out gift transactions over an extended time horizon. This is especially important for clients either seeking a flexible alternative to large lifetime gifts or those who have already used their lifetime exclusions from federal gift and estate tax.

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