I expect federal estate tax exemption limits to drop drastically next year, should I aggressively gift assets to my irrevocable trust now to lock in the current high limits?

Question

Kohari Gonzalez Oneyear & Brown · Accepted Answer

Questions about estate tax exemption changes and gifts to an irrevocable trust often turn on several moving parts, including the size and type of assets involved, the trust terms, and how long the transferred assets are expected to remain outside the estate. The timing can also depend on whether fut For an answer applied to your exact numbers, bring this question to a licensed KGOB CPA in a focused session and leave with a clear next step.