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Planning for the Estate Tax Exemption Cliff Webinar

Tuesday, August 6, 2024

When the Tax Cuts and Jobs Act passed in December 2017, the Basic Exclusion Amount for estate and gift tax was temporarily doubled to $10M (adjusted for inflation) until 2026. As the end of this increased exemption period draws closer, taxpayers and their advisers must begin planning for how to use the temporarily increased exemption or risk forever losing this multi-million-dollar tax benefit. In this course, we will review the statute and regulations governing this temporary increase and discuss popular estate planning methods for using the exemption before it expires.

2 CPE Credits

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Planning for the Estate Tax Exemption Cliff Webinar

Webinar Instructor: Klaralee R. Charlton

Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. She practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually.

Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She is an active member of the Colorado Bar Association, Tax Section and the Greater Denver Tax Counsel Association.

She earned her J.D. in 2011 from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver in 2013, and her B.A. in political science in 2009 from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.

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