National Law Foundation

Continuing Legal Education

Live Seminars and Self-Study Materials


Estate, Trust, Gift and GST Provisions of the 2017 Tax Act
Estate, Trust, Gift and GST Provisions of the 2017 Tax Act


Flash Drive Containing .mp3 Audio File and .pdf Course Book File

The 2017 Tax Cuts and Jobs Act (“2017 Tax Act”) is the most sweeping federal tax legislation in thirty years, including many important changes to estates, gifts, trusts and generation-skipping. In this indispensable 1.75-hour, March 8, 2018 program, Steven G. Siegel provides a thorough explanation of those provisions and gives many essential, practical planning suggestions and warnings.

Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Mr. Siegel holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University.

Major topics include:
“New” normal
Refocused planning
Simple wills, by-pass trusts
Income tax planning
Life insurance
Retirement plan benefits
Changes in the way to title property
Address status of LLCs, FLPs, etc.
Planning for persons in decoupled states
Additional estate planning techniques post-2017 Tax Act

FORMS: For fully-editable, immediately downloadable forms in many practice areas, please go to

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are available for immediate download at (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

Price: $89.00

© 2003-2021 National Law Foundation, LLC