The President will soon sign the Tax Cuts and Jobs Act of 2017 and most provisions take effect on January 1, 2018. One of the many changes is the doubling of the gift, estate and generation-skipping transfer (GST) tax exemption. There are also significant income tax changes that will alter the way your clients will invest. To counsel your clients properly, you need to know what’s changed, and the effect those changes will have on drafting, planning and administration of estates and trusts and the structuring and documenting of investment of business assets. Our speakers will give you an overview of the provisions of the new law that affect estate planning and wealth management and suggest strategies that may be helpful to your clients.

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