New Estate Planning Strategies since the Tax Cuts and Jobs Act

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Registration Options

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TypeTitleStartEndCLEPrice
Philadelphia
The CLE Conference Center
Wanamaker Building, 10th Floor, Suite 1010, Philadelphia PA, 19107
STARTFri., Aug. 24, 2018
9:00 AM
ENDFri., Aug. 24, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Mechanicsburg
PBI Conference Center
5080 Ritter Road, Rossmoyne Exit, Rt. 15, Mechanicsburg PA, 17055
STARTFri., Aug. 24, 2018
9:00 AM
ENDFri., Aug. 24, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Pittsburgh
PBI Professional Development Center
Heinz 57 Center, 339 Sixth Avenue, 7th Fl., Pittsburgh PA, 15222
STARTFri., Aug. 24, 2018
9:00 AM
ENDFri., Aug. 24, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00
Webcast
Online
STARTFri., Aug. 24, 2018
9:00 AM
ENDFri., Aug. 24, 2018
12:15 PM
CLE 3 sub/0 eth PRICE Regular: $249.00
New Attorney: $125.00

About

For many clients, the new focus of estate planning under the Tax Cuts and Jobs Act is now on income tax planning. Come to this new course and learn about:

  • new estate, gift and GST tax after the TCJA
  • Section 1014 Step-up and Section 1015 Carryover Basis and whether to gift low basis property
  • basis issues with GRATs, Powers of Appointments, IDGTs, gifts and Section 2036 assets
  • the impact of state taxation and planning with “out-of-state” trusts
  • reforming trusts and the use of Non Judicial Settlement Agreements
  • Portability and Bypass planning – protecting against a decrease in the exemption
  • planning for IRAs – strategic issues and analysis

Pick up valuable practice tips

Guy Matthews, an experienced attorney in business, estate and financial planning matters, will shed light on the TCJA tax reforms and share why he is so excited about the fresh challenges and opportunities it creates for estate planning practice.

Faculty

No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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