The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know

Aired: Thursday, February 1, 2018 


2.0 CTFA, 2.0 CISP, 2.0 CRSP

The 2017 Tax Act impacts the work done by trusts and estates professionals. Gain insights on how best to advise your clients.

This recording focuses on:

  • The individual, corporate, and fiduciary income tax rates
  • Planning in light of a doubled exemption for the estate, gift, and generation-skipping taxes
  • What steps should be taken in light of the temporary nature of the individual and transfer tax changes
  • The increasing need for trusts for tax and non-tax planning
  • Charitable planning
  • Choosing the right entity in light of the new rules on pass-throughs

The 2018 Trust and Estate Planning Briefing Series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP
 

 Continuing Education Credits

 
ABA Professional Certifications has been approved for 2.0 CTFA, 2.0 CRSP and 2.0 CISP continuing education credits for the live program and the recording. 

Recordings are not eligible for CFP credits

CPE logoRecordings are not eligible for CPE credits.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
​​Questions? Please contact Linda Shepard / Cari Hearn for more information.
 

 Pricing & Purchasing

 

Streaming Online Recording
Now Available

ABA Member • $235
Non-Member • $365

 

 Who Should Attend

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

 Related Briefings

 
 

 About ABA Briefings