Estate Planning in a Post Election World
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Due to the continuing uncertainty with the forecast, the Thursday meeting will now be held via Zoom. If you registered for the meeting, a separate email with the zoom link will be distributed (be sure to check spam) on Wednesday. Refunds will be issued back to the original credit card used for the registration.
REGISTRATION IS CLOSED
THERE ARE NO EXCEPTIONS FOR LATE REGISTRATION
LUNCHEON PROGRAM
THURSDAY, JANUARY 9, 2025
NORTHWOOD CLUB
6524 Alpha Road, Dallas
(Lunch is served Noon-12:30; Program 12:30-1:30 P.M.)
REGISTRATION DEADLINE: PAYMENT MUST BE RECEIVED BY DECEMBER 30 (5:00 P.M.)
REGISTRATION WILL NOT BE AVAILABLE AFTER THE REGISTRATION DEADLINE
ESTATE PLANNING IN A POST ELECTION WORLD
MAYA BRILL
Sponsored by HighGround Advisors
For the last few years, estate planning attorneys have been urging their clients to utilize their lifetime exemptions prior to the sunset of the Tax Cuts and Jobs Act (TCJA) on December 31, 2025. It was a call to action where time was of the essence – “if you don’t use it, you lose it.” With Trump winning the presidency and Republicans taking the majority in the House of Representatives and Senate, has the crisis been averted? What does the planning conversation with our clients consist of today? This presentation will explore how the current political environment has impacted estate planning and discuss different approaches to continue those conversations with clients now hesitant to continue or conclude their planning.
Maya Brill is a member of the Wealth Strategist Group serving the closely held business owners and high/ultra-high net worth individuals within Regions’ Private Wealth Management. Maya’s focus is developing strategic business succession planning as well as advanced estate planning. She approaches her clients’ needs with a view towards wealth preservation and protection, but with an acute awareness that everyone has unique family dynamics that require balancing tax efficiencies with personal family needs. Maya holds a post doctorate LL.M. degree in tax law from Loyola Law School in Los Angeles, received her J.D. from the University of California College of the Law San Francisco (formerly UC Hastings); and received her B.A. in Political Science from the University of California San Diego.
There is continuing ed credit pending for this presentation. The presentation will be posted on the website document library a few days prior to the presentation.
Please register online with a credit card payment on the website: scroll down to the bottom of the page and register. LOG IN IS NOT REQUIRED TO REGISTER. If you need a receipt, print out the confirmation page (receipt will not be sent to a 3rd party).
WE WOULD LIKE TO THANK OUR MEETING SPONSORS: Armanino, Bessemer Trust Company, Carter Financial Management, Communities Foundation of Texas, Frost Bank, HighGround Advisors, Mercer Advisors, The Catholic Foundation, Heritage Auctions, The Dallas Foundation, Hancock Whitney Bank, Security National Bank, Saville, McBride & Associates at Merrill Lynch Wealth Management and EisnerAmper. WE WOULD LIKE TO THANK OUR PATRONS: Davis Stephenson, Argent Trust, Glast Phillips Murray, Stout, Carr Riggs & Ingram, View Capital Advisors, Neuhoff Hunt, Phillips, Huselton, Morgan & Maultsby, Prosperity Bank, Bank of Texas, Maus & Associates, When Pigs Fly Estate Sales & Auctions, American National Bank & Trust, Signet Art, Tarleton Law Firm and Matter Family Office, Bisignano Harrison
IMPORTANT: PLEASE READ BELOW!
THE CONTINUING EDUCATION SUBMISSION LINKS ARE DISPLAYED IMMEDIATELY WITH THE REGISTRATION CONFIRMATION. SIGN-IN SHEETS WILL NOT BE AVAILABLE AT THE MEETING. SUBMIT ATTENDANCE AFTER THE MEETING WITH THE LINKS. SUBMISSION DEADLINE: 1/15/25. RECOMMENDATION: SAVE THE LINKS IN A FILE FOR EASY ACCESS.
PLEASE NOTE SPECIAL MEAL REQUEST IS NOT AVAILABLE FOR THIS MEETING
