How Legislative Tax Changes Could Affect Your Estate Planning – June 17, 2021

A special presentation:
How Legislative Tax Changes Could Affect Your Estate Planning

Christine Wakeman
Wealth Preservation Practice Group ACTEC Fellow, Winstead PC

Invite your family, friends, and co-workers as Ms. Wakeman discusses tax changes and estate planning, and takes your questions including:

  • How should I protect my $11.7 million gift/estate tax exemption ($23.4million for married filing jointly) in light of the proposed legislative tax changes?
  • What trusts are best to use to protect these assets and get them out of our estate NOW?
  • Are these tax changes going to be retroactive to the beginning of 2021?
  • What other tax changes are in the cards and how should we prepare for those?

Christine Wakeman

  • Member, Winstead’s Wealth Preservation Practice Group.
  • Board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.
  • Experienced in a range of estate and business planning matters involving fiduciaries, trusts, taxation and high net worth individuals and their families.

Christine has experience in the design and preparation of core estate planning documents, including wills, revocable trust agreements, and medical and financial powers of attorney, and much more. Prior to practicing law, Christine was selected as a Cortez A.M. Ewing Public Service Fellow and served in the Washington, D.C. office of United States Senator Dr. Tom Coburn during her fellowship.