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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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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.

Faculty

Jonathan G. Blattmachr

Jonathan G. Blattmachr

Interactive Legal

Jonathan G. Blattmachr has more than 35 years of experience in trusts and estates law and is currently a Principal at Pioneer Wealth Partners, LLC. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr writes and lectures extensively on estate and trust taxation and charitable giving and is the author or co-author of eight books and more than 500 articles on estate planning topics. He also co-developed Wealth Transfer Planning™, an InterActive Legal software system published for lawyers that provides specific client advice and automated document assembly for wills, trusts, powers of attorney, and other estate planning documents.

Teresa L. Bush, Esq.

Teresa L. Bush, Esq.

Interactive Legal

Teresa L. Bush is Director of Education and Support Services for InterActive Legal, and has more than 25 years of experience working exclusively on estate and gift tax planning, probate, charitable planning, and estate and trust administration. She began her practice in a small law firm, planning for clients of all levels of wealth, and later worked in the Tax Section of Kelly, Hart and Hallman, P.C. in Fort Worth, Texas, and as an estate and gift tax consultant for the Dallas office of Ernst & Young, in both cases focusing on planning for high net worth clients. Ms. Bush has presented several online webinars on estate planning and drafting topics, and is the author or co-author of a variety of estate planning articles and blog posts.

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Product ID: 402997
Published 2018
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