Contemporary Topics

Estate Planning

Speaker(s)

• 

  Alesia Davenport, CFP, MA (she/her/hers)

  Senior Director, Office of Gift Planning
  Auburn University
  Auburn, Alabama

  Slides

Open to ACVS Diplomates and surgery residents.

Estate Planning will be a huge topic of conversation in 2025 because the tax laws are scheduled to change at the end of next year. Acting NOW could save thousands of dollars in taxes. Join us to learn how to maximize the transfer of wealth to the next generation.

Participants will learn about
The 2026 expiration of the ability to leave your heirs $13.6M Single or $27.22 Married

• Estate Planning - how to begin the estate planning process (wills and trusts);


• Tax Planning;


• Requirement Minimum Distribution Management;


• Generational Wealth Transfer


• Charitable Estate Planning.

You will be prepared to meet with your own financial planner and legal advisors to plan how to transfer wealth in a tax efficient manner. We will break it down into easy to understand components.

Lunch is included with your voucher.