November Dinner Meeting and Member Speaker Forum, Greater Boca Raton Estate Planning Council

We're pleased to share that Private Client Partner Michael Wargon presented on the "Wealthy, but Not Rich: Estate and Income Tax Planning for Clients of Moderate Wealth in Light of the Expiring Exemption" at the Greater Boca Raton Estate Planning Council (GBREPC) November Dinner Meeting and Member Speaker Forum on November 12. As the exemption sunset provisions loom, this session was a must-attend for legal professionals advising clients with moderate estates. Michael provided insight on critical issues, including:

• Sunset Provisions: Preparing for the reduction of the estate tax exemption.
• Basis Step-Up Considerations: Key strategies to manage basis adjustments.
• Avoiding Donor Remorse: How to make confident decisions in lifetime gifting.
• Planning for Single and Married Couples: Tailored approaches for different marital statuses.

This session offered practical guidance to navigate the nuances of estate and income tax planning amid changing laws. Stay at the forefront of effective planning strategies for moderate-wealth clients and reach out to Michael with any questions about this program.