Conversation: Wealth Transfer Planning Before the Sunset with Lara Sass & Shea McCabe
Families who aspire to generational wealth are currently facing a “use it or lose it” opportunity to make lifetime gifts this year or next. That’s because the lifetime exclusion amount—which currently stands at $13.61 million per person, with an expected inflation-adjustment in 2025—is set to be reduced by half effective January 1, 2026. Join us as Lara and Shea discuss how strategic planning can reduce estate tax exposure and enhance your legacy for many generations to come.
WHEN
Tuesday, October 22, 2024
1:00–1:45 p.m. EST
WHERE
Zoom details will be provided in confirmation e-mail.
RSVP
To register for this event, click here
FEATURING
Lara Sass, Esq., AEP—Founder of Lara Sass & Associates: Lara represents many of the wealthiest individuals and families in the country. She specializes in advising high net worth clients on lifetime and post-mortem strategies to reduce gift, estate and generation-skipping transfer (GST) taxes on property, as well as trust and estate administration.
Shea McCabe, CFP®—Associate Director, Wealth Strategies at Bernstein Private Wealth Management: Shea works with clients to research and analyze complex planning issues such as multi-generational wealth transfer, philanthropy, pre-transaction planning, and retirement planning. She provides the research insights that high net worth individuals and families need to make well-informed decisions about their wealth.
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