Year-End Estate Planning in Uncertain Times

Partner Lisa Presser and associate Brian Balduzzi led a seminar for the New Jersey Institute of Continuing Legal Education (NJICLE) entitled, “Year-End Estate Planning in Uncertain Times.”

The seminar explored estate planning considerations for individuals and families in 2024, focusing on proactive planning given a client’s goals and objectives, rather than reactive planning guided by federal politics or economic tailwinds. Topics discussed included charitable and annual gifting, either outright or in trust; utilizing the federal estate tax exemption amount, indexed for inflation; performing an estate planning “audit” and review; and planning for a declining interest rate environment.