Common Planning Techniques

On August 7, 2020, Venable counsel Emily Plocki will present “Common Planning Techniques” at the ABA RPTE Skills Training for Estate Planners Program. In the current environment of low interest rates and high exemptions, many clients are exploring more advanced wealth transfer and tax planning opportunities.  The presentation will provide a general overview of sophisticated estate planning techniques to transfer wealth to younger generations and to charity while leveraging your client’s remaining estate and gift tax exemptions.