How Increased Tax Exemptions Affect Your Wealth Transfer Planning

February 22, 2023

By: Jeanette M. Lombardi

As a bonus to Bond’s February 21 Business in 2023 webinar, Bond trust and estate attorney Jeanette M. Lombardi explained changes to the permissible exemptions for estate, gift and generation-skipping transfer taxes that took effect last month.

The full Tuesday webinar covered the following topics:

  • Public Health Updates
  • Increased Exemption for Estate and Gift Taxes in 2023
  • New Venue Concerns for Corporations in New York State
  • Considerations for the Shifting of Attorney's Fees Associated with Unsuccessful Claims
  • Gov. Hochul Vetoes Grieving Families Act

Click here to view the webinar in its entirety, download the presentation slides or to register for upcoming Tuesday presentations.