Revising Your Estate Plan due to Tax Reform
Wednesday, August 14, 2019
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.
Dealing with "Portability"
-Why to elect Portability
-Why to not elect Portability
Proper use of a split-interest trust
Proper use of a Family Limited Partnership