Tax Planning in 2024: An Elder Law Perspective

In this episode, which was recorded in December 2023 and was made to tax and financial professionals, Attorney Julie Steinbacher discusses and analyzes various asset protection strategies as they relate to estate tax minimization, specifically grantor vs. non-grantor trusts. While some of the information presented is quite specific and is intended for financial and tax professionals, much of the material would also be applicable for those that need to begin their estate planning, especially those to whom estate tax minimization will be one of their top priorities in estate planning. A video of this episode with a full PowerPoint presentation can be viewed on our YouTube channel.