Webinar

Strategies for Estate Planning

Wednesday, June 4, 2025 from 12:00 to 1:00 PM CT

Join estate planning professionals Rachel 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 an insightful follow-up discussion building upon their previous webinar “Estate and Gift Tax Exemption: Sunset or Sunrise?”. This webinar will offer strategies on proactive estate planning to maximize your financial benefits and mitigate potential tax implications amid upcoming tax exemption changes.

What We’ll Discuss:

An overview of effective estate planning strategies, including the Spousal Lifetime Access Trust (SLAT), and how it can maximize exemption use.
Practical scenarios illustrating how different gifting amounts impact estate tax planning using SLAT as an example.
Deep dive into different trust strategies: grantor trusts, non-grantor trusts, charitable trusts, and life insurance trusts, explaining their benefits and suitability.
General review of estate and gift tax law by state

Register today to ensure your estate plan is well-positioned regardless of future tax law shifts.

Back to News & Insights

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Copyright © 2025 |

A Member of MGI North America