Old Trusts, New Tricks. New Trust, Estate and Tax Planning Strategies After Tax Reform
The new tax laws change not only the playing field and strategies that will apply to estate and trust clients who are not super wealthy, but also several key trust planning rules and the tax laws, metrics planning wisdom that will apply to Electing Small Business Trusts, Complex Trusts, Charitable Lead Annuity Trusts, Homestead Trust Planning and a host of other considerations beyond what the next tax law says.
Join Marty and Alan for this interesting and useful discussion of what to do with present structures that may no longer be needed, and how to adapt existing arrangements and client situations to new opportunities and traps for the unwary that must be considered.
This presentation will assume that the viewer is generally familiar with the new tax law, and wishes to make planning opportunities and appropriate adjustments available to colleagues and clients. Over 20 useful and client friendly charts and key clauses will be included.
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Martin M. Shenkman, CPA, MBA, PFS, AEP, JD is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration. He is the author of 42 books and more than 1,000 articles. Marty is the Recipient of the 1994 Probate and Property Excellence in Writing Award, the Alfred C. Clapp Award presented by the 2007 New Jersey Bar Association and the Institute for Continuing Legal Education; Worth Magazine’s Top 100 Attorneys (2008); CPA Magazine Top 50 IRS Tax Practitioners, CPA Magazine, (April/May 2008). His article “Estate Planning for Clients with Parkinson’s,” received “Editors Choice Award.” In 2008 from Practical Estate Planning Magazine his “Integrating Religious Considerations into Estate and Real Estate Planning,” was awarded the 2008 “The Best Articles Published by the ABA,” award; he was named to New Jersey Super Lawyers (2010-15); his book “Estate Planning for People with a Chronic Condition or Disability,” was nominated for the 2009 Foreword Magazine Book of the Year Award; he was the 2012 recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education; he was a 2012 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels; and he was named Financial Planning Magazine 2012 Pro-Bono Financial Planner of the Year for his efforts on behalf of those living with chronic illness and disability. In June of 2015 he delivered the Hess Memorial Lecture for the New York City Bar Association. His firm's website is www.shenkmanlaw.com where he posts a regular blog and where you can subscribe to his free quarterly newsletter Practical Planner. He sponsors a free website designed to help advisers better serve those living with chronic disease or disability www.chronicillnessplanning.org which is in the process of being rebuilt.