The Tax Cuts And Jobs Act – How Estate Planners And Wealth Management Professionals Can Prepare For Year-End And Beyond

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Presenter: James Brockway Of Counsel Withers Bergman LLP	Presenter: Eric Fischer Associate Withers Bergman LLP	Presenter: Louis Piscatelli Partner Withers Bergman LLP	Moderator: Susan Lipp Editor in Chief Trusts & Estates

The Republican framework for tax reform, first released on September 27, has now taken form in Washington, DC, with both the House of Representatives and the Senate making their initial legislative offerings. Although the House of Representatives is farther along in the legislative process, both bodies have now proposed significant changes to the income, estate and generation-skipping transfer taxes.

This webinar will explore the provisions most relevant to estate planning attorneys and wealth management professionals, with an emphasis on year-end planning in uncertain times and what tax reform might mean going forward for individuals, trusts, family offices and investment vehicles.

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^{NAEPC, IWI (formerly IMCA), and CFP CE credits have been applied for and are pending approval.}