))
Lifetime Gift Planning: Flexibility in trusts
Manage episode 479591555 series 3662126
Content provided by Matthew Mammola and CIBC Private Wealth US. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Mammola and CIBC Private Wealth US or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
While federal estate, gift and GST tax exemption amounts provide a significant incentive to review existing estate planning and consider implementing new planning strategies, it’s critical to consider the need for flexibility so that trusts can adapt to changing times, circumstances and tax laws. Maximum flexibility can help the next time the law or family circumstances change – and they will.
…
continue reading
50 episodes
Share
