Beach Retreat: Revising Your Client’s Estate Plan Due to Tax Reform

Description

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.

Learning Objectives
  1. ▪ To provide the practitioner with practical solutions to adjusting a client’s estate plan in these changing times
Major Topics
  1. ▪ Overview of the new estate and gift tax rate structure
  2. • Dealing with “Portability”
  3. • Planning Considerations
  4. • Proper use of a split-interest trust
  5. • Proper use of a Family Limited Partnership
  6. • Domicile planning update
  7. • Maryland issues
Course Level
Intermediate
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Instructor(s)
Arthur Werner
Prerequisites
Moderate experience in estate planning
Location

Clarion Resort Fontainebleau Hotel, 10100 Coastal Hwy, Ocean City, MD 21842, United States

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When
Jun 27, 2018
12:00 pm - 3:30 pm
Location
Clarion Resort Fontainebleau Hotel, 10100 Coastal Hwy, Ocean City, MD 21842, United States
Total CPE Credits
4
Format
In-Person
Instructor
Arthur Werner

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Beach Retreat: Revising Your Client’s Estate Plan Due to Tax Reform


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