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How to Help Clients Prepare for a Possible Estate Tax Exemption Sunset
Expert Opinion April 03, 2025 at 03:47 PM
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What You Need To Know
- Advisors and clients should prepare for the possibility that lawmakers' effort to renew the 2017 threshold falls apart.
- In 2025, each taxpayer can gift $19,000 to a donee ($38,000 per married couple) without incurring gift tax liability.
- Intentionally defective grantor trusts are a tool for removing appreciating assets from the grantor’s estate.
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