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What Should a Married Couple's Estate Plan Be Post 2017?

Aired: Thursday, April 4, 2019

2.5 CTFA

Recent years have seen a historical change in the way planners should approach fundamental estate planning practices. The federal estate tax is increasingly an issue for only a very small part of the population, and it is much easier to avoid the tax with a minimum of planning. But many face uncertainty as to whether they are truly free of the tax or only in the midst of a 7 year increase in the applicable exclusion amount of $10 million indexed for inflation through 2025. 

Current best practices in estate planning under the current laws are examined.

This webinar recording is an excellent business development opportunity; invite outside counsel to attend this informative program at your location.

Discussion Highlights:

  • The increased application exclusion and enactment of portability
  • Changes in marital planning for married couples
  • Factors to considering using portability versus traditional A/B planning
  • Impact of state death taxes
  • Disruption caused by maximum exclusion type formulas
  • Ways to preserve the option of obtaining a step up in income tax basis


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


 Continuing Education Credits


ABA Professional Certifications approved this program for 2.5 CTFA 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:

​Questions? Please contact Linda Shepard / Cari Hearn for more information.




Recorded Webinar

Suite Savings!
The recorded program is also available as part of the 2019 Trust & Financial Advisor Services Recorded Webinars Suite.



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

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