ESTATE PLANNING COUNCIL OF MISSISSIPPI

As we move toward the sunset of key TCJA provisions in 2025 and adjust to the outcomes of the 2024 election, estate planners face a narrow—but critical—window to guide clients through uncertainty.  We’ll explore coordinated strategies for leveraging today’s historically high exemptions, structuring grantor trusts and SLATs, balancing income and transfer tax planning, and preparing clients for potential legislative changes. With proactive planning and cross-functional collaboration, there’s still time to optimize outcomes before the window closes.