Life Insurance Planning in the Current Economic/Tax Environment
March 6, 2025
Presenter, 2025 Estate and Gift Tax Conference
Join Downey Brand partner Kristin Capritto and co-presenter Lalat Pattanaik on Thursday, March 6 from 2:30 p.m. – 3:10 p.m. at the 2025 Estate and Gift Tax Conference in San Francisco for a presentation titled Life Insurance Planning in the Current Economic/Tax Environment.
When interest rates are high, how are life insurance carriers, products, and programs affected? How can you guide your clients to insulate current coverage and leverage new strategies? Learn how families are structuring programs to maximize transfer tax efficiency in their planning.
Attendees will qualify for 1 hour of MCLE credit.
The two-day 2025 Estate and Gift Tax Conference will be held at UC Law San Francisco from March 6-7, 2025. Featured are 19 fantastic sessions with expert panelists that will cover an array of topics centered on your practice, everything from planning for high-net-worth clients to international tax updates. Meet other attorneys, enjoy the city, and take advantage of this unique conference designed for you!
Downey Brand is a proud sponsor of this annual event. For more information and to register, visit the event website.