Join us for this session for an estate planning update and discussion on any proposed changes from congress at this time. Our presenter will be Brett Baldino from Rosenberg Martin.
This event will cover planning opportunities in light of the anticipated 2026 Sunset of the current estate tax exemption. Mr. Baldino will highlight the most useful vehicles for Sunset Planning along with options to provide flexibility for other areas of legislative uncertainty. In light of increased demand, Mr. Baldino will also address how to incorporate cryptocurrency into Sunset Estate Freeze Plans.