Having Your Cake and Eating It Too
Wednesday, January 27, 2021
6:00 PM - 7:30 PM (PST)
Jocelyn Borowsky Barry Nelson Gideon Rothschild

With higher estate exemptions available, and risks of potential reductions of such exemptions, especially should the 2021 Georgia Senatorial elections result in a 50/50 Democrat/Republican senate, our high (but not ultra-high) net worth clients are looking to hedge against potential reductions in exemptions by gifting to trusts while remaining assured they can access such funds in the future. The panel will discuss self-settled trusts and other devices including SLATs and Inter Vivos Qtips to utilize current exemptions or provide flexibility to secure current exemptions should future legislation reducing the exemptions be enacted.