Events

Estate Planning After Tax Reform

December 4, 2018 at 8:00am10:00am
Fox Rothschild LLP
Philadelphia Country Club

1601 Spring Mill Road
Gladwyne, PA 19035

Join fellow CPAs, accountants, financial advisers and insurance professionals for a breakfast briefing with Fox partners Michael Maransky and Matthew Levitsky on how recent tax reform impacts your clients’ estate plans.

Topics

  • What increased gift and estate tax exemptions mean for your clients
  • Planning to reduce income taxes in an environment of increased estate tax exemptions
  • Do trusts still matter? Non-tax reasons to continue trust planning
  • Beneficiary designation pitfalls and how to designate a trust as a retirement plan beneficiary

This program offers 1.5 PA CPE credits.