On October 20, 2020, McLane Middleton attorneys Ryan J. Swartz, Bradford N. Vezina, and Audrey G. Young will present a webinar to discuss estate planning opportunities in the current economic, political and tax environment.
Federal estate, gift, and generation skipping transfer tax exemptions are the highest in history, but are slated to significantly decrease in 2026, if not sooner depending on the outcome of the upcoming presidential and congressional elections. Interest rates are currently at historic lows. These factors make certain estate planning strategies, including spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs), and intra-family loans highly effective for the tax-efficient transfer of wealth.
Please join us for a discussion of some essential planning opportunities available under current law—opportunities that may be diminished, curtailed, or unavailable following the election.
Webinar - 12:00 p.m. to 1:00 p.m.
This webinar is being offered as a free education session.
About the Presenters
Ryan advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts, and irrevocable Medicaid trusts.
Bradford N. Vezina
Director, McLane Middleton
Brad focuses his practice on designing, developing and implementing comprehensive estate plans for individuals and families across the economic spectrum. As a Director in the firm's Trusts and Estates Department, Brad advises clients in a wide range of sophisticated wealth transfer and tax planning strategies. Brad represents clients in probate court matters including estate settlement, guardianship and conservatorship proceedings, and adoptions. He also counsels individual and corporate trustees regarding their fiduciary duties during the administration of trusts.
Audrey concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. Audrey formerly worked as the Washington National Tax Director for private client services at an international accounting firm and at an AM 100 law firm.