Skip to Main Content

Beth Kaufman, Kirsten Burmester, and Megan Wernke Discuss Estate Planning Under New Tax Law on STEP Webinar

January 31, 2018, 12:00 PM to 1:45 PM EST
Presenters:Beth Shapiro Kaufman, Kirsten Burmester, Megan E. Wernke
Program:Estate Planning Under H.R. 1, the Tax Cuts and Jobs Act
Event Sponsor:STEP Mid Atlantic
Registration:Click Here To Register

H.R. 1 represents the most comprehensive reform of the U.S. tax code in over 30 years. Estate planners need to be ready to answer their clients’ questions about the new law and to provide advice on their estate, tax, and financial planning.

Topics to be covered:

  1. Estate tax
  2. Income taxation of individuals
  3. Income taxation of trusts and estates
  4. Charitable provisions
  5. Impact on cross-border estate planning
  6. Using the doubled estate tax exemption
    • Who should take advantage of the doubled exemption
    • When to take advantage of the doubled exemption
    • How to take advantage of the doubled exemption
    • How to use the increased GST exemption
    • Are valuation discounts a blessing or a curse
    • Re-examining existing formula clauses
    • Re-assessing the value of existing credit shelter trusts

Related Professionals

Related Practice Area(s)