PART 2-Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas!

January 8, 2018

Hot Topic Webinar

Sponsored by InterActive Legal, Peak Trust Company, and Shenkman Law

Presented by Jonathan Blattmachr, Esq., Martin Shenkman, Esq., and Joy Matak, Esq.

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This is the second webinar discussing the Tax Cuts and Jobs Act, which President Trump signed into law on December 22, 2017 making massive changes to personal and estate tax rules. Every aspect of planning will be affected: asset protection, charitable giving, planning for itemized deductions, 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. This webinar will pick up where the first webinar left off. Click here to view recording of Part 1. We will explore estate planning, new trust drafting concepts, what types of estate planning should be done for which types of client, how existing estate plans and documents should be revised and more.  *This may constitute attorney advertising.

CLE Credits

There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.


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