Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

Angela Iaria and Jennifer Kuzminski
Aronberg Goldgehn

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 

The presentation will review the history of Federal Estate and Gift Tax Exemption, explore different planning strategies and opportunities, and provide you with tools to assess your clients’ circumstances for decision making as to whether the client is a good fit for a particular recommendation.  We will discuss how to implement these planning strategies with your team, including their wealth management advisor, accountant, and valuation experts, well in advance of the impending sunset.

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Angela M. Iaria, Trusts & Estates Member | Aronberg Goldgehn

Angela concentrates her practice on estate planning, estate and trust administration, estate and trust litigation, asset protection, and guardianships involving minors and disabled adults. She has extensive experience preparing comprehensive estate plans for individuals and families. Angela advises and assists individuals and corporate fiduciaries through the estate and trust administration process.

Jennifer F. Kuzminski, Trust & Estates Member | Aronberg Goldgehn

With over 20 years of experience as a Trusts and Estates attorney, Jennifer helps individuals, families, business owners and entrepreneurs transform their wants and needs into goals with a plan to achieve them. Jennifer counsels families with generational wealth. She helps her clients with their estate planning for tax-efficient wealth after death, assists with their not-for-profit organization formation and advises them on estate and gift tax matters.

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance. 

PCAM  625718