Fools Rush In | 61st Annual Hawaii Tax Institute
Partners in the Private Client Services Group, Laura Zwicker and Stefanie Lipson, will be speaking on the panel, "Fools Rush In" for the 61st Annual Hawaii Tax Institute conference on November 7, 2024. Greenberg Glusker is also proud to sponsor this event.
Session Details:
As was the case in 2012, as we near the sunset of the doubled gift and estate tax exclusion amount, there will likely be a rush of clients eager to take advantage of the heightened exclusion amount before it is too late. Some of the planning techniques will be sound, others less so, but even good planning techniques can be undermined by rushing to document the transaction without ensuring that the techniques are right for the client’s assets and by the failure to properly document, implement, report, and maintain the chosen structure. This important session will provide all Wealth Transfer Advisors with guidance as to what to do, how to communicate with your clients and identify the top ten issues to watch for in the rush to the finish line.
