06/08/2023
11:00 am PST
1 hour

The 2026 estate tax exemption sunset: How to prepare – and why you need to do it now

Vanilla and AdvicePeriod founder Steve Lockshin, along with senior advisor and former estate attorney Arielle Lederman, will outline what you need to know about the sunset, and how you can prepare your clients.

Speakers

Steve Lockshin

Co-founder, Vanilla

Arielle Lederman

Arielle Lederman

Senior Advisor, AdvicePeriod

register

Speakers

Steve Lockshin

Co-founder, Vanilla

Arielle Lederman

Arielle Lederman

Senior Advisor, AdvicePeriod

For the past few years, most US tax residents haven’t needed to worry too much about estate tax. But that’s all about to change.

At the end of 2025, the historically high estate exemption of $12.92M ($25.84 million per married couple) will sunset back down to an estimated $6-8 million per person or $12-16 million per couple (adjusting for inflation) – suddenly making the estate tax an important consideration for many more households. And the time to act is now.

In this webinar, you’ll learn:

  • How the estate tax exemption sunset will impact your clients
  • Key strategies including SLATS, gifting, and more to help clients prepare for the sunset
  • How to help clients who are reticent to move assets out of estates