June 25, 2020 @ 2:00 pm – 3:00 pm





Estate Planning in the Current Tax Environment

June 25, 2020
at 2:00 PM EDT

Featuring: Prudential’s Brett Berg, Vice President of Advanced Planning


The history of the federal estate tax law is volatile, and the status of estate tax law has changed several times. Whatever the federal estate tax exemptions and rates are now, it is most likely not what they are going to be in the future. What does that mean to clients who are considering estate planning strategies today?

Join Prudential’s Brett Berg for an in-depth conversation on the current gift and estate tax environment. He will cover why now is an opportune time for clients to address estate planning needs, how you can leverage life insurance in these plans, and how trusts, especially Spousal Lifetime Access Trusts and Survivorship Standby Trusts, can be a flexible solution for clients.


Help clients achieve financial wellness now, throughout retirement, and for their next generations.