Lifetime Gift Planning: Flexibility in trusts

What this episode covers

While federal estate, gift and GST tax exemption amounts provide a significant incentive to review existing estate planning and consider implementing new planning strategies, it’s critical to consider the need for flexibility so that trusts can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law or family circumstances change – and they will.

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Frequently Asked Questions

How long is this episode of Wealth Planning Illuminated?

This episode is 7 minutes long.

When was this Wealth Planning Illuminated episode published?

This episode was published on January 15, 2022.

What is this episode about?

While federal estate, gift and GST tax exemption amounts provide a significant incentive to review existing estate planning and consider implementing new planning strategies, it’s critical to consider the need for flexibility so that trusts can...

Can I download this Wealth Planning Illuminated episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.