Why You Should Attend
The most sweeping changes to the U.S. Tax Code in a generation are upon us. With the expectation that a reconciled bill will be on the President’s desk before the end of the year, estate planners across the country need to be ready to answer their clients’ questions about the bill and to provide advice on its impact on their estate, tax, and financial planning. Listen to this program for a first discussion on the significance of the changes and what you need to know about them.
What You Will Learn
Anticipated topics* to be discussed by the faculty, all Fellows of The American College of Trust and Estate Counsel and highly-experienced estate and tax planning practitioners, include:
A brief summary of the relevant provisions of the tax bill
Taking advantage of the doubled exemption
Repositioning existing trusts and family investment companies
Dealing with the continued compressed brackets for irrevocable non-grantor trusts and estates
Impact of the pass-through rules on law firms, family entities, and closely held businesses
Should closely held businesses be C corporations, S corporations, limited partnerships, or LLCs?
Impact on charitable giving
*Topics subject to change pending the release of the final legislation and the provisions contained therein
Have a question for the faculty? Send your questions to tsquestions@ali-cle.org. Questions submitted during the program will be answered live by the faculty. In addition, all registrants will receive a set of downloadable course materials to accompany the program.
Who Should Attend
Estate planners and related professionals will benefit from this CLE on estate and tax planning after tax reform, jointly offered by the American Law Institute CLE and ACTEC.
