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Is Estate Planning Still Important With A $5 Million Exemption?

June 16, 2014

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During this 60-minute webinar, speakers from Clark Schaefer Hackett and Taft Stettinius & Hollister outline the key estate planning and trusts issues that you need to know. These issues include:

  • When to transfer the business and to whom
    • Low interest rate environment
    • Valuation discounts
    • Ownership structure
  • How can trusts be used to protect assets, transfer wealth and values
    • Trust goals need explored
    • What values do you want to transfer to your grandchildren, great grandchildren, etc.
    • Income tax effects of trusts
  • Avoiding probate and protecting your privacy
  • Gifting versus inheritance…tax basis savings
  • Marriage, children and planning

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