Estate and Gift Tax Exemption: Sunset or Sunrise?

Wednesday, May 7 at 12:00 – 1:00 PM CT

Join estate planning professionals Rachel M. Dahl, Partner at DeWitt LLP, Leonetta Rence, Vice President and Senior Trust Officer at Cornerstone Private Asset Trust Company, and Michael Andrews, Principal at BGM, for a discussion on the approaching sunset of the federal estate and gift tax exemption. This webinar will explore estate planning considerations and highlight proactive strategies to help preserve wealth and minimize tax exposure before potential changes take effect in 2026.

What We’ll Discuss:

• A breakdown of the current federal estate and gift tax law and what is set to happen at the end of 2025.
• How proactive planning, including gifting and tax-efficient trusts, can help you stay ahead of potential changes.
• Understand how attorneys, CPAs, and corporate trustees work together to create the right plan for you.
• The implications of state-level taxes even if a federal change won’t affect you.
• The pros and cons of common planning strategies—and how to tailor a plan that fits your family’s needs.

Don’t risk rushing into major estate decisions at year-end. Join us to learn actionable strategies to protect your wealth and legacy—before the window closes.