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

  Length 1.75 Hours
Date 3/8/18

Table of Contents


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

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