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Updated: 10 Best Estate Planning Strategies for 2018

Watch live June 21, 2018 | 2:00pm ET / 11:00am PT

Robert S. Keebler
Keebler & Associates
Steve J. Oshins
Oshins & Associates
Susan Lipp
Editor in Chief
Trusts & Estates

Now that we’ve had a chance to consider the issues raised by the Tax Cuts and Jobs Act, estate planning gurus Robert Keebler and Steven Oshins will provide an update of their January 2018 webinar, discussing the 10 best estate-planning strategies for 2018, including:

• Incomplete gift non-grantor trusts
• Non-grantor trusts for federal and state income tax shifting
• Decanting grantor trusts into non-grantor trusts
• Formula general power of appointments for basis step-up
• Hybrid domestic asset protection trusts
• Dynasty trusts
• Non-judicial settlement agreements
• What estate planners need to know about 20% small business deduction
• Modifying businesses and trusts to qualify for the new IRC 199A deduction
• Not making low basis gifts

*CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.

Not able to attend? Register anyway! Archived versions of Trusts & Estates webinars are available to watch On Demand shortly after broadcast. You will recieve an email with login instructions as soon as the replay is available.

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TAGS: Resources