2026 Estate Tax Exemption Sunset: Opportunities and Risks for Your Estate Plan

The Federal Estate Tax Exemption is set to sunset in 2026, which will result in the estate tax exclusion amount being roughly cut in half from its present level. Are you and your estate plan prepared? 👉 Book a Call at https://www.cunninghamlegal.com/book-... for tax planning, estate planning, and irrevocable trusts.

In this informative webinar, Jim and Certified Financial Planners Christina Lindsey Orta and Shannon Beahan will discuss a potentially power strategy: Irrevocable Life Insurance Trusts (ILITs). If structured properly, ILITs can decrease the value of your taxable estate, minimizing estate taxes, while providing potential asset protection and preserving liquidity to beneficiaries. What is an ILIT? Who are they right for? What are some common pitfalls to avoid? This webinar will help answer these questions and more!

👉 Book a Call at https://www.cunninghamlegal.com/book-... to learn how to make a living trust, avoid California estate tax, and talk to a living trust lawyer.

00:00 2026 Estate Tax Exemption Sunset
04:30 Disclaimer
05:44 Why Now?
09:55 What's the Opportunity?
14:49 Components of a Taxable Estate
18:00 Transfer Wealth Without Tax
23:26 Irrevocable Life Insurance Trust Benefits
28:27 How does an Irrevocable Life Insurance Trust Work?
33:07 Maintaining an Irrevocable Life Insurance Trust (ILIT)
35:39 Policy Selection
38:00 Case Study 1- Business Owner
42:00 Case Study 2- Complex Gift Planning
48:58 Contact Us!

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CONTACT us at https://www.cunninghamlegal.com/calif... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.

WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information

FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys!

PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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