CA2770 Estate Planning in the Wake of Tax Reform

Death and taxes

Effective Jan. 1, 2018, the new Tax Cuts and Jobs Act (TCJA) is making ripples in the financial and legal ponds. Although it includes only a few modifications, they could significantly impact the way existing estate plans are administered and new ones are structured going forward.

Estate Planning in the Wake of Tax Reform explains the TCJA’s adjustments and their implications for estate plans.

Act audit

Receive a detailed overview of the key changes in the TCJA, including:

• Increased gift, estate, and generation-skipping transfer tax exemption amounts
• New pass-through entity rules that can apply to closely-held businesses
• Impacts on trust administration

The TCJA will reshape the way estate planners approach the planning process. Learn answers to questions such as:

• What does TCJA mean for clients of varying net worth?
• What do estate planners need to consider as a result?
• How can you continue to offer value to your clients?

Stay abreast of shifting rules and stand ready to advise your clients by attending Estate Planning in the Wake of Tax Reform.