Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas

Course Description: President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, choice of entity, employee reimbursement plans, trust income tax planning, the structure of trusts (grantor vs. non-grantor, ING, SLATs, DAPTs, etc.), and more. This is said to be the most sweeping tax legislation since the 1986 tax act. It might also be the most quickly cobbled together and passed piece of major tax legislation ever, creating a myriad of questions and issues. This webinar will explain many of the new provisions and explore how planning will change, with an emphasis on estate and transfer tax planning and tax planning for individuals. There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.  *This may constitute attorney advertising.

Speakers: Martin Shenkman, Esq., Jonathan G. Blattmachr, Esq., and Joy Matak, Esq.