EPISODE · Dec 4, 2024 · 28 MIN
The Inside Basis: Possible Estate Tax Exemption Changes in the United States
from HUB Talks
In our inaugural episode of The Inside Basis, Randy Clark is joined by Sarah Bowman, one of our estate planning and trust administration lawyers, and Lauren Anderson, a wealth advisor at J.P. Morgan Private Bank, to discuss estate and gift planning, recent trends in the setup of and transfers to trusts, and the impact of scheduled changes to federal estate and gift exemptions.
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The Inside Basis: Possible Estate Tax Exemption Changes in the United States
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This episode was published on December 4, 2024.
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