Kim Kamin and Jonathan Lee Published “TCJA 2.0 Implications for 2025 Gifting: Clients Who Can Afford to Gift Should Do So Now” in Investments and Wealth Review

As uncertainty surrounds the future of estate and gift tax exemptions, Gresham’s Chief Wealth Strategist, Kim Kamin, and Associate Wealth Strategist, Jonathan Lee, offer timely insight in their recent article published by Investments & Wealth Review.

In “TCJA 2.0 Implications for 2025 Gifting: Clients Who Can Afford to Gift Should Do So Now,” Kim and Jon offer perspective on why now is a critical window for ultra-high-net-worth individuals to consider utilizing their gift and GST exemptions to the fullest extent.

Key takeaways include:

• Why proactive planning may yield significant long-term advantages—even if the sunset doesn’t happen
• How to avoid “use it or lose it” fear-based decision making
• Structuring flexible, grantor trust-based solutions that preserve optionality

Gresham remains committed to guiding families through complex planning decisions with foresight, discipline, and care. Access the full article HERE for more insights.