Common Planning Techniques

On August 13, 2021, Venable counsel Emily Plocki presented “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 provided a general overview of sophisticated estate planning techniques for transferring wealth to younger generations and to charity while leveraging your client’s remaining estate and gift tax exemptions.