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Estate Taxes on the Rise eBook cover by Sandoval Legacy Group.

Understanding Estate Taxes and Navigating the Future of Your Legacy

Date Recorded: January 24, 2024


Dennis M. Sandoval, Managing Partner of Sandoval Legacy Group

What Is Covered:

Key Insights from an Expert:

Attorney Dennis M. Sandoval, a renowned tax and estate planning lawyer, will be your guide through the complexities of estate taxes, including past and future changes. He’ll provide in-depth analysis and strategies to safeguard your estate, no matter what 2025 brings.

This isn’t just about information on estate taxes; it’s about taking proactive steps to secure your legacy. With changes imminent and time-sensitive, starting early is key. Dennis’s expertise will provide you with the clarity and direction needed to navigate these complex waters.​​​​​​​

​​​​​​​What You’ll Learn:

  • The impact of the Tax Cuts and Jobs Act signed in 2017 and its influence on estate taxes.

  • How the current exemptions of $11,180,000 for singles and $22,360,000 for couples might evolve by 2024​​​​​​​.

  • Preparing for the Act’s expiration in 2025: Understanding the possible scenarios and their implications on your estate.

  • Strategies to grandfather the 2024 provisions, ensuring your estate remains protected.​​​​​​​

  • BONUS customized eBook including estate tax strategies for all attendees

Meet Our Panelist:

Dennis M. Sandoval, Attorney

Dennis M. Sandoval | Attorney & Managing Partner, Sandoval Legacy GroupDennis Sandoval is the only attorney in California who has certifications in the three areas of estate planning, elder law, and taxation. He received his Certified Estate Planning, Trust, and Probate Law Specialist designation from the California Bar Board of Legal Specialization in 1998 and his Certified Taxation Law Specialist designation in 2000 from the same organization. He is a Certified Elder Law Attorney (CELA), a designation he proudly received in 2004 after meeting all the requirements established by the National Elder Law Foundation (NELF) and the American Bar Association. Dennis also holds the designation as an Accredited Estate Planner® (AEP) from the National Association of Estate Planners and Councils.