Are Your Clients Prepared
for an Estate Tax Sunset?
What You Can Do RIGHT NOW in 2024 and 2025
for the Estate Tax Exemption Sunset
The scheduled reduction of the Federal Estate Exemption amount by one half on January 1, 2026 is causing a great many affluent taxpayers to consider what actions to take with respect to large gifts and other strategies.
These clients will be best served by consideration of what planning techniques or series of techniques can be used to maximize estate tax reduction while allowing the client to maintain as much control as possible and remaining assets and/or access thereto to assure that the clients do not run out of assets during their lifetimes.
We have brought in nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, and estate planning attorney, Alan S. Gassman, J.D., LL.M. (Taxation), Florida State Bar Certified Specialist in Wills, Trusts & Estates, AEP (Distinguished) for a very timely and practical presentation entitled, “Planning Now for the 2026 Cliff”.
Both Bob and Alan have run the numbers on a number of techniques that can be used in succession or combination to give clients the best possible results, including helpful visual aids and tools to be presented to clients to illustrate the results of a number of possible scenarios.
During this 93-minute program, Bob and Alan will address the following:
- Should your clients consider making large gifts in 2024 or 2025? Should they do this with or without gift splitting?
- Should your clients consider a large gift of discounted assets? With or without gift splitting?
- How they can utilize an installment sale in this year
- How can sales of assets to grantor trusts for private annuities and self-cancelling installment notes help prepare for the looming sunsetting of the estate tax?
- What are “reversible trusts” and how can you utilize these?
- How to use trusts that are designed to allow for toggling off Grantor Trust status in whole or in part without causing a gift by beneficiaries.
- How to use powers of appointment to increase income tax basis
- And much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Planning Now for the 2026 Cliff
- Speaker: Alan S. Gassman, Robert S. Keebler
- Duration: 93 minutes
Purchase
ABOUT THE SPEAKER
Alan S. Gassman
J.D., LL.M. (Taxation), Florida State Bar Certified Specialist in Wills, Trusts & Estates, AEP (Distinguished)
Alan S. Gassman, J.D., LL.M. (Taxation) is a partner of Gassman Law Associates in Clearwater, Florida. Mr. Gassman is a Florida State Bar Certified Legal Specialist in Wills, Trusts and Estates Law and a member of the National Association of Estate Planners and Councils. Mr. Gassman graduated from Rollins College with a B.A., with distinction, in Business Administration and Accounting. He went on to earn both his J.D., with honors, and LL.M. in Taxation from the University of Florida. He is currently licensed to practice law in the state of Florida. Mr. Gassman is currently a Fellow of the American…
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.