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
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
Major topics include:
Simple wills, by-pass trusts
Income tax planning
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
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