Webinar

Revising Your Estate Plan due to Tax Reform

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code. Estate planning has been significantly affected by this Act. This course is designed to provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times.

Objectives

To provide the practitioner with practical solutions to adjusting a client's estate plan in these changing times

Highlights

Overview of the new estate and gift tax rate structure
Dealing with "Portability"


-Why to elect Portability

-Why to not elect Portability


Planning Considerations
Proper use of a split-interest trust
Proper use of a Family Limited Partnership

Additional Information

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Vendor

ACPEN

Advanced Preparation

None

Credits

2.00 Taxes

Prerequisite

Moderate experience in estate planning

Course Number

192281714

Level of Knowledge

Intermediate

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