Partner Webcast: The Uncertainty of TCJA: Navigating Estate Planning in a Changing Landscape
Overview
Wealth transfer planning is a dynamic process influenced by evolving tax laws, economic shifts, and family priorities. This session explores key decision points through the lens of past, present, and future considerations, helping you anticipate possible changes like the estate tax exemption sunsetting at the end of the 2025.
We’ll examine the strategic pieces—trusts, gifting, business succession, and more—ensuring your estate plan is positioned for success. With multiple pathways available, we’ll discuss how to build resilience, maximize flexibility, and align your approach with long-term financial goals.
Whether you're starting, managing, or transitioning a family enterprise, this session provides actionable insights to help you preserve and enhance wealth for generations to come.
Nathan Palmer, Manager, Private Client Group, BerryDunn
Cameron A. Scott, Principal, BerryDunn