Creating a True Comprehensive Plan – The Danger of Excessive Focus on Estate Tax Savings Planning | 61st Annual Hawaii Tax Institute
Partner in the Private Client Services Group, Stefanie Lipson, will be speaking on the panel, "Creating a True Comprehensive Plan – The Danger of Excessive Focus on Estate Tax Savings Planning" at the 61st Annual Hawaii Tax Institute conference on November 6, 2024. Greenberg Glusker is also a proud sponsor of this conference.
Session Details:
This session will focus on understanding all aspects of wealth transfer planning and creating a true comprehensive plan. Learn about the pitfalls of over emphasizing estate tax savings in lieu of other wealth planning goals, legacy and family goals and much more. Greater emphasis and sensitivity to the issues that will be discussed should be considered by all Wealth Transfer Advisors, especially considering the upcoming expiration of the current exemption amount at the end of 2025.
