In a time of economic uncertainty, evolving tax legislation, and volatile financial markets, understanding how to preserve and transfer wealth has never been more critical. This in-depth panel will explore the intersection of estate planning and valuation strategies, focusing on how to help clients maximize asset transfers and minimize tax exposure in today’s complex landscape.
Who Should Attend:
Trust and estate attorneys, financial advisors, private equity and financial executives, family offices, high-net-worth individuals, and business and real estate owners and investors seeking guidance on wealth transfer and preservation, asset valuation, and succession planning strategies.
Join us for a thought-provoking and practical conversation designed to assist individuals, families, and businesses develop proactive planning strategies to help achieve their business and personal financial objectives.
Key Topics of Discussion:
Trends in Wealth Transfer
Impact of high interest rates and tax law changes on estate planning
Effective use of annual exclusion gifting, freezes, and valuation discounts
Strategies to shift appreciation out of taxable estates
Working alongside legal and financial advisors to implement holistic planning
Trends in Valuation
Surge in demand for business valuations tied to estate and gift planning
Implications of political changes and evolving federal estate tax policy
How legal rulings and financial reporting standards affect fair value
Trends in M&A and private equity that influence valuation strategy
