INSTANT DOWNLOAD: “Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution”

BREAKING: Major Push to Eliminate the Estate Tax Gains Momentum in Congress

Could the Estate Tax Really Be Gone for Good? Here’s What You Need to Know and Do NOW 

On February 13th, Representative Randy Feenstra (R-Hull) introduced the Death Tax Repeal Act, backed by over 170 lawmakers and 230 organizations. This bill aims to permanently eliminate the federal estate tax — a move that has been debated for decades but is now gaining real traction. 

With Republicans controlling both the House and Senate, Senate Majority Leader John Thune already had 41 co-sponsors for an estate tax repeal bill in 2024, and Speaker Mike Johnson has publicly supported eliminating the tax. While skeptics say repeal is unlikely, political landscapes shift quickly — just as few predicted a Trump victory in 2024. Moreover, powerful lobbying efforts and influential think tanks are keeping estate tax repeal at the forefront of policy discussions.

Given the uncertainty, high-net-worth families and their advisors must be prepared for potential seismic shifts. The bill eliminates the Generation-Skipping Transfer Tax (GSTT) but retains the federal gift tax, which has major implications for estate planning strategies.

Stay Ahead of the Curve: Exclusive Expert Briefing
To help you navigate these potential changes, we’ve brought together three of the nation’s top tax and estate planning minds: 

• Robert S. Keebler CPA/PFS, MST, AEP (Distinguished)
• Martin M. Shenkman J.D., CPA, MBA
• Jonathan G. Blattmachr J.D., LL.M. (Taxation)

Be sure to tune into their timely presentation entitled “Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution”.

In this 65-minute presentation, they will cover the following: 

• Marital and Charitable Formula Clauses – Could repeal unintentionally disinherit a spouse or charity?
• GSTT & Dynasty Trusts – Why now may be the last chance to lock in protections.
• QTIP & Wealth Transfer Life Insurance – How to adapt existing plans.
• Charitable Strategies & Carryover Basis – What happens if repeal is only temporary?
• Future Risks – Will Congress bring the estate tax back? What happens to dynasty trusts?
• And much more!

The landscape of estate planning could be transformed overnight — don’t be caught off guard.

Your purchase includes an instantly accessible MP4 video and audio recording, along with PDF handout materials. A PDF transcript is available as an add-on for an additional fee.