What are the changes that have led us to the current estate planning environment?
A common situation that estate planners try to plan around is the gift and estate tax. This tax is 40% of the assets that someone owns when they pass away if they are included in their estate and are over the exemption amount. There are ways to get around this tax and our speaker, Steven Beck, discusses those ways and reviews the current state of inheritance taxes, gift taxes, and the importance of flexibility. With record-high estate tax exemptions and a narrowing gap between income tax and estate tax rates, ensuring estate plans are capable of shifting between protecting assets from estate or income taxes is more important than ever.
Agenda
Faculty
Steven Beck, J.D., CFP®
ARGI
- Estate planning specialist at Argi Financial Group
- Leads Estate Planning Group at Argi and member of Family Office Team
- Practice emphasizes all aspects of federal gift and estate tax, state estate and inheritance tax, income tax, asset protection and business planning
- Conducted numerous seminars on basic estate planning techniques, estate and income tax minimization strategies and asset protection
- J.D. degree, University of Kentucky, CFP®
- Can be contacted at [email protected] or 502-753-0609
Matt Watkins, J.D., LL.M.
ARGI
- Financial advisor and general counsel for Argi Financial Group
- Leads the Argi Financial Group Family Office and serves as financial advisor for high net worth clients and business owners
- Regular public speaker on legal, tax and financial matters
- Seven years’ experience in financial services industry
- Prior to entering the financial services industry, practiced law for nine years in the areas of tax, mergers and acquisitions and estate planning
- J.D. degree, University of Louisville; LL.M. in taxation, DePaul College of Law
- Can be contacted at [email protected] or 502-753-0609
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