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OnDemand Webinar

Credit Shelter and Marital Trusts Following the 2017 Tax Act

In this webinar, we will consider the future of traditional credit-shelter trust planning, and review why such trusts remain good options even with a very large federal estate tax exemption. We will discuss formula gifts to credit-shelter trusts, as well as other ways of creating credit-shelter trusts - by disclaimer or by the use of a 'Clayton' QTIP. We will also compare the benefits of a marital trust versus an outright gift for property left to the surviving spouse. We will then review how the 2017 Tax Act changes the planning landscape (at least temporarily), and what options within credit-shelter trusts and marital trusts might be used to reduce overall taxation for your clients. We will also focus on basis matters for trust assets, including how portability plays out on that. Finally, we'll highlight other trust planning ideas that you might consider, given the new law.


Runtime: 96 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Traditional Credit-Shelter and Marital Trust Planning

Benefits of Trusts in General

The 2017 Tax Act - do Larger Exemptions Mean Less Need for Trust Planning?

Impact of State Death Taxes

Shift in Focus to Income Tax Planning

Other Strategies to Consider

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on May 17, 2018.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jonathan G. Blattmachr

Jonathan G. Blattmachr

Interactive Legal

  • More than 35 years of experience in trusts and estates law
  • Principal at Pioneer Wealth Partners, LLC
  • Former partner in Milbank Tweed Hadley & McCloy in New York
  • Licensed to practice law in New York, California, and Alaska
  • Author or co-author of eight books and more than 500 articles on estate planning topics
  • Writes and lectures extensively on estate and income tax planning, as well as charitable giving
  • Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.

Teresa L. Bush, Esq.

Interactive Legal

  • More than 25 years of experience in trusts and estates law
  • Director of Education and Support Services for InterActive Legal
  • Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
  • Author of several articles/blogs on estate planning topics
  • Frequent presenter of online webinars and training classes
  • Graduate of Rice University and University of Texas School of Law
  • Can be contacted at tbush@interactivelegal.com
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Product ID: 402997
Published 2018
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