The ability for a deceased spouse’s estate to transfer its unused estate tax exemption to the surviving spouse can be a powerful transfer tax planning tool. The speakers will examine the existing law and advise on when portability is a useful strategy and when it can lead to adverse impacts. They’ll also distill the lessons learned into practical guidance for planning and administration.

Duration: 30-minute presentation followed by Q&A

This webinar is part of the The T&E Inner Circle Expert Sessions

The T&E Inner Circle: Estate Planning Expert Sessions, are subscriber-exclusive webinars featuring discussions on timely and critical topics, providing valuable insights and strategies from leading experts in the field. Our speakers are recognized subject matter experts with extensive experience in estate planning topics. During these events, you’ll have the unique opportunity to listen to their insightful presentations and engage directly with them during the Q&A session.

This exclusive webinar series is just one of the many benefits available to T&E subscribers. Don’t miss this opportunity to connect with industry leaders and enhance your expertise.

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Once you subscribe, you will be automatically registered to access this webinar. A calendar invite will be sent to you prior to the event.