SDTA Fall Forum 2025 Deck Highlights: Estate Planning Before Liquidity Events

Auric Private Client Advisory LLC’s Founder and Chief Tax Advisor, Milan Solarz-Patel, attended the South Dakota Trust Association’s 9th Annual Fall Forum and is sharing key decks from the conference for trustees, family offices, and advisors seeking practical updates. Below is the fifth of seven:

Estate Planning Before Liquidity Events

Practical sequencing for IDGT sales, GRATs, and QSBS after OBBBA, with timing, appraisal, and assignment-of-income risk management, plus charitable vehicles and a cautionary case study.

View this deck...