Webcast: Estate, Gift, Trust and Charitable Planning after the Tax Cut

October 3, 2018

Recording | Presentation material

The 2017 Tax Cuts and Jobs Act has doubled the exclusions for gift, estate and generation-skipping transfers and preserved date of death values for income tax basis – in a law that will sunset in eight years. Are you aware of the changes and the planning opportunities?

In this webcast, Steve Siegel will present issues involving gifting, portability, dynastic estate planning, Roth IRA conversions, persons living in high income and property tax states, states which still have death taxes, charitable giving and more will be the focus of our discussion.