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A New Paradigm for Estate Planning: Tactics and Tips for 2018

Session Speakers
Session Description

Why Attend
Gain practical insight into strategies for helping your clients overcome income tax and estate planning challenges in 2018. 

Session Details
Are you ready to help clients manage their income tax and estate planning challenges this year? Learn about one of the best opportunities for independent advisors and their centers of influence to help clients since the Tax Reform Act of 1986, an approach that involves shifting away from estate tax planning to focus on mastering additional income tax and asset protection strategies. In this session a subject-matter expert will discuss:

  • Section 199A planning, including trusts
  • Decanting to capture the 1014(a) basis adjustment
  • Asset protection planning with entities and trusts
  • Estate planning for IRAs
  • Integrating income tax planning into estate plans

Additional Information
CPE-1.5 hrs, CE-1.5 hrs, CIMA-1.5 hrs
Education Session
1h 15m
Session Schedule