Stark & Stark - Estate Planning: The $15 Million Estate Exemption Doesn't Mean You are in the Clear! Part 2

Description

Join us on November 03, 2026, from 12:00 PM to 1:00 PM for a virtual webinar presented by Robert Morris, Esq. of Stark & Stark for part two of his series involving more complex estate planning.  While the $15 million Estate, Gift, and Generation-Skipping Transfer (GST) Tax Exemption may create a sense of security, many individuals are or will be vulnerable to these taxes.

In this part two of the series, we will focus on two popular techniques for large estates insurance trust and charitable trust planning.

This session will reexamine how estate, gift, and GST taxes can still impact your estate and beneficiaries—even if your assets fall below the current exemption threshold. The program will also cover practical planning strategies to help mitigate risk and manage potential tax exposure.