Events

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. Don’t miss this opportunity to learn more about the effect the One Big Beautiful Bill Act will have on planning, and better grasp how tariff uncertainty is affecting valuations.

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

• Impacts of tariffs on valuation
• Impacts of the “One Big Beautiful Bill Act” on valuation
• Trends in M&A and private equity that influence valuation strategy