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Estate Planning in Uncertain Times 2025

Product ID: CA3827D
Presented By: State Bar of Wisconsin PINNACLE

Planning through precarity

As the sunset of key provisions in the 2017 Tax Cuts and Jobs Act (TCJA) approaches on December 31, 2025, uncertainty around federal estate and gift tax laws is growing. Now is the time for proactive planning. 

Estate Planning in Uncertain Times is designed to help you stay ahead of potential changes. Whether the TCJA’s elevated exemption amounts are extended, modified, or allowed to expire, Andrew E. Martzahl will prepare you with the insight and strategies you need to confidently advise clients on the best course of action.

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Sponsored By

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Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $109.00

Non-Member $159.00

Credits

1 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

Quantity:
Maximum quantity must be less than or equal to 1.

Planning through precarity

As the sunset of key provisions in the 2017 Tax Cuts and Jobs Act (TCJA) approaches on December 31, 2025, uncertainty around federal estate and gift tax laws is growing. Now is the time for proactive planning. 

Estate Planning in Uncertain Times is designed to help you stay ahead of potential changes. Whether the TCJA’s elevated exemption amounts are extended, modified, or allowed to expire, Andrew E. Martzahl will prepare you with the insight and strategies you need to confidently advise clients on the best course of action.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Andrew E. Martzahl, JD, MBA is an attorney at Lin Law LLC practicing in the areas of estate planning, probate and trust administration, real estate, and corporate/business matters. He has extensive experience advising clients on estate planning matters, business succession planning, mergers & acquisitions, commercial contracts, real estate acquisitions and sales, and corporate entity structuring. As a part of his practice, Andrew enjoys presenting on relevant topics and practical tools to accomplish clients’ estate planning and business succession goals, ranging from portability and other federal estate/gift tax laws and regulations to business succession planning and structuring ownership transfers in closely held businesses.

Andrew is a Wisconsin School of Business graduate from the University of Wisconsin-Madison, graduating in 2016 with a Bachelor of Business Administration (BBA) in Finance, Investments, & Banking. He also double-majored in economics. He attended Marquette University Law School, where he earned his Juris Doctor (JD), cum laude, in 2020, and from Marquette University Graduate School of Management, earning his Master of Business Administration (MBA) in 2021.

Andrew is a member of the Estate Planning Council of Northeast Wisconsin and the Green Bay Estate Planning Forum. He is also a member of the Brown County Bar Association, the Brown County Bar Association’s Young Lawyer Division, the State Bar of Wisconsin, and the State Bar of Wisconsin’s Business Law and Real Property, Probate & Trust Sections.

  • Stay up to date on the potential expiration of key federal estate and gift tax provisions under the TCJA
  • Gain insight into how upcoming changes may impact your clients’ estate plans
  • Learn how to leverage higher lifetime exemptions and annual gift exclusions before they potentially decrease
  • Explore sophisticated estate planning tools like SLATs, QTIP trusts, and portability elections
  • Discover flexible drafting techniques to build adaptability into estate plans, even amid future tax law changes
  • Understand how to address irrevocable transfers through trust protectors, nonjudicial settlement agreements, and other mechanisms
  • Be better prepared to guide clients with high net-worth estates, closely held businesses, or complex family dynamics
  • Estate planning lawyers
  • Probate lawyers
  • Tax lawyers
  • Family lawyers
  • Elder law practitioners
  • Paralegals
  • Legal assistants
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