Discover actionable insights for estate planning attorneys following the recent Republican victory. Our expert panel—featuring Martin Shenkman, Jonathan Blattmachr, and Robert Keebler—explores how the new political environment shapes estate planning strategies and offers practical solutions to maintain client trust and planning momentum.
In this engaging discussion, our panel examines the implications of the Republican control over the Senate and the House. From changes in estate tax strategy to leveraging advanced planning techniques, this webinar equips estate planners with the tools to adapt and thrive in a dynamic legal environment.
Key Topics Include:
- Understanding the potential impact of the 2026 estate tax exemption sunset.
- How to communicate the importance of planning now, even with political stability.
- Advanced techniques like Q-Tipable Trusts, SLATs, SPATs, and hybrid DAPTs.
- Strategies for income tax planning, including Roth conversions and charitable
lead trusts. - The critical importance of asset protection for clients at all wealth levels.
- Innovative approaches like rescission and promises of notes to enhance
flexibility.
What You Will Learn:
- Practical insights into navigating estate planning in a post-election environment.
- Strategies to engage clients effectively and encourage timely planning.
- Advanced techniques for maximizing tax efficiency and asset protection.
- Future-proofing methods to prepare for potential legislative changes in 2026.