PART 1-Tax Cuts and Jobs Act: Impact on Estate Planning and Ancillary Planning Areas!

Thursday, December 28, 2017, 1:00 - 2:30pm ET

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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President Trump signed into law on December 22, 2017 the Tax Cuts and Jobs Act making massive changes to business, personal, and 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.

Article: An article by Martin M. Shenkman, Jonathan G. Blattmachr, and Joy Matak discussing the tax reform law, which was originally posted by Steve Leimberg’s Estate Planning Email Newsletter – Archive Message #2612, can be read here »

CLE Credits

InterActive Legal is not an approved Continuing Education Sponsor. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation in these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. It is the responsibility of the participant to file for CE credit and is not guaranteed by InterActive Legal.

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