estate planning red flags podcast #11

Taxable estates with no estate tax planning

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates

JASON D. MEREDITH, MBA, J.D., FCEP // Executive Vice President, Charitable Estate Planning, Thompson & Associates 

In this episode, Cayce and Jason discuss:

    • Brief history of estate tax law and the exemption amounts.
    • The importance of the charitable deduction to avoid estate tax.
    • Is estate planning just to avoid estate tax?

This series of podcasts focuses on educating development teams across the country with
common pitfalls and red flags faced in estate planning. 
These podcasts highlight problems and obstacles your
donors face in the estate planning process.  Knowing these will help you recognize opportunities to assist
your supporters in determining their best plan, which could include your organization.