Cannon Financial Institute 2025 Estate Planning Teleconference Series

March 18, 2025: Mathematics and Economics of Estate Planning

Sponsored by Mystic Seaport: The Museum of America & the Sea

12:30 lunch and networking ~ teleconference 1:00-2:30 pm

Free for members, all 2025 Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).   

Please note that online registration closes at noon the Friday before each teleconference. 

About the Program:

With the almost certainly impending sunset of many of the provisions enacted as part of the 2017 Tax Act, high net worth individuals and families should be considering sale, gift or loan transactions currently or in the immediate future. To distinguish ourselves and make clients comfortable with our recommendations, we need to have a thorough understanding of how to calculate the potential benefits of any proposed transaction and convincingly explain our recommendations to clients. The following scenarios will be discussed during this webinar:

• Taking advantage of the historically high (for now) basic exclusion amount, including the benefits of portability
• The importance of life expectancy in determining the appropriate transaction
• Analysis of the benefit of a grantor’s paying the income tax incurred by a grantor trust
• Taking into consideration basis step-up when analyzing gifting alternatives