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.
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: Downloadable PDF handouts materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.
- Program Title: Eliminate Estate Tax: Chess Moves While Waiting for a Tax Reform Solution
- Speaker: Jonathan G. Blattmachr, Martin M. Shenkman, Robert S. Keebler
- Duration: 65 minutes
Purchase
ABOUT THE SPEAKER
Jonathan G. Blattmachr
J.D., LL.M. (Taxation)
Jonathan G. Blattmachr brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored five books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York…
Martin M. Shenkman
J.D., CPA, MBA
Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance. Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a…
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.