Please Join Us!
2025 Estate Planning Teleconference Series
July 22, 2025 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Balancing Income Tax Planning and Estate Tax Planning
Income tax rates and estate tax exemptions and rates will inevitably rise and fall depending in substantial part on changes in our country’s political and economic climate. Far more often than not, when an estate planner designs a plan, the planner doesn’t know what the tax laws will look like when the plan is implemented. In addition, in some cases, the composition and aggregate value of a client’s estate changes materially between the time when estate planning documents were signed and the client’s death. Thus, building flexibility into estate plans so that post-death decisions can be made to minimize estate tax, or income tax, as appropriate, is paramount. In this webinar, we will focus on:
- Portability and “Clayton” QTIP trusts
- Using general powers of appointment and other strategies to achieve “free” basis step-up
- Design and uses of long-term, multigenerational trusts
- Minimizing trust-level income taxes
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE