Why Estate Tax Exemption Portability Isn't a Panacea

June 19, 2013
In this 60 minute presentation, Wiggin and Dana partner Dan Daniels explains the recently enacted concept of "portability" of estate tax exemptions. Portability automatically gives a married couple the benefit of two estate tax exemptions but, as Dan explains, relying on portability eliminates many of the benefits available using a sophisticated tax-efficient will or revocable trust. In this session, you will learn what portability means, how to take advantage of it and compare and contrast other more traditional approaches to sheltering both spouses' estate tax exemptions.

Click on the link below to listen to the entire presentation.