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

Events

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

Date & Time
April 4, 2019
1:00 PM - 3:00 PM EDT
Event

American Bankers Association

Partner Tom Abendroth will co-present on how estate planners should approach fundamental estate planning practices due to recent federal estate tax changes. He will examine best practices under the current laws, including:

  • 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

For more information or to register, click here.