Locking In Estate Tax Exemptions Before 2026

With the Estate Tax exemption being reduced (by about 50%), Matt Dana and Trevor Whiting dig into strategies high net worth individuals can lock in the higher exemptions before the reduction takes effect.
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00:30 - Estate Tax Exemption will likely be reduced in 2026
01:00 - What is the current exemption?
01:21 - What will the new exemption be in 2026? Is it really going to happen?
02:23 - How do I lock in that exemption? When should I start planning?
04:58 - What's a "Green Box"?
06:30 - Why did the SLAT become popular?
07:38 - What if the assets in the "Green Box" grow? Will I owe taxes?
07:58 - Can I do all of this in one year?
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ABOUT DANA WHITING LAW

We have many years of estate planning experience. Many Estate Planning Law Firms in Arizona will sell you an inexpensive set of documents to serve as your Estate Plan. Our law firm is different.

Our guarantee is simple, we want to make sure that your estate plan, is YOUR ESTATE PLAN. Many Estate Planning Law Firms in Arizona will sell you an inexpensive trust template to serve as your Estate Plan. That type of firm is commonly referred to as a “Trust Mill”. Our law firm is different. We will take the time to educate you and help you understand the many options available in Estate Planning. We want to design an Estate Plan tailored specifically for you and your family circumstances.

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