EstateWise

Join us every quarter at EstateWise, an exclusive networking and learning event hosted by Nickerson Law Group. This event is designed for professionals eager to stay informed about the latest developments in estate planning and wealth preservation.

At each gathering, we explore recent changes in laws, discuss cutting-edge strategies, and provide valuable insights to help you excel in your practice. Don't miss the opportunity to connect with like-minded peers and enhance your expertise and knowledge in the field.

Who Should Attend

Any professional who serves in the Estate Planning arena, who enjoys learning and meeting other professionals like:

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    Financial Planners

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    CPAs

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    Bankers

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    Private Trustees

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    Trust Officers

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    Real Estate Brokers

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    Insurance Professionals

Davenport Village shopping center

Upcoming EstateWise Events

Thursday, August 29th, 2024

3:30 PM

Topic: Estate and Gift Tax Exemption Sunset In 2025

Are you prepared for the upcoming changes in estate and gift tax laws? Join Nickerson Law Group for our EstateWise event, where we will discuss the Estate and Gift Tax Exemption Sunset.

The current exemption levels for estate and gift taxes are scheduled to be reduced by one half on January 1, 2026. This shift could have significant implications for estate planning, impacting the amount of wealth that can be transferred tax-free to heirs and is causing affluent taxpayers to consider what planning techniques can be used now.. We will provide insights on how to navigate these changes and answer questions that may impact your clients. 

Don't miss this opportunity to stay ahead of the curve and connect with like-minded professionals in wealth preservation. Reserve your spot today!

Location:
3801 N. Capital of Texas Hwy, Suite J220, Austin, TX 78746

Margaritas, snacks and refreshments provided.

Please RSVP to Attend.

Name(Required)

Future EstateWise Events

Thursday, November 7th, 2024

3:30 PM

Stay tuned for more information

January, 2025

3:30 PM

Stay tuned for more information

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