Tax Reform: Estate Planning In the New Environment

Accreditation Wreath Icon AL
SKU: EST9200
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

The Tax Cuts and Jobs Act made significant changes to the transfer tax regime, the most important of which was the increase of the lifetime coupled estate and gift tax exemption to $11.4 million per person. This change has a decisive impact on tax planning possibilities for the high net worth. What did not change is also significant – the annual gift and GST tax exemption regimes as well as the Section 1014 basis adjustment and related portability rules. This CLE course will provide a comprehensive overview of the most important changes that every planner should know particularly the estate, gift and GST tax basics and techniques for guiding clients through the process.

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