Estate Planning in a Declining Market
About this program
A declining market can increase demand for estate planning services. This presentation will explore ways in which advisers can help clients with estate planning strategies that are already in place when they are faced with a loss in value or market volatility. We will review strategies for getting a ?do-over? on gifts, stopping the decline in value of assets that have already been transferred and efficiently applying generation-skipping transfer tax exemption after a loss in value. We will also examine client considerations in making new gifts in a declining market.
This OnDemand CLE program earns 1 hour of General credit in California. It aired November 17, 2022 and features Bridget Devoy, Elizabeth Glasgow, and Laura Stone.
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