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Mccarter taxreform

TAX REFORM: WHAT DOES IT MEAN FOR ESTATES AND TRUSTS?

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 29, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The Tax Cuts & Jobs Act greatly impacts the work of accountants and other tax professionals who practice in the areas of trusts and estates.  This webinar will review the relevant provisions of the new tax act, as it impacts the taxation of estates and trusts.  Among the specific topics we will cover are:


  • How your clients can take advantage of the doubled exemption,

  • A reexamination of common estate planning techniques,

  • The effect of credit shelter trusts in light of the new tax act,

  • How the legislation affects the generation-skipping transfer tax, and

  • The legislation’s effect on fiduciary income taxation.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Timothy Ferges

McCarter & English, LLP
Trust and Estate Attorney
tferges@mccarter.com
(973) 639-2022

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Tim Ferges concentrates his practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration.  He advocates for clients in disputed estate and trust matters before the courts of New Jersey and New York.  His matters include will contests, in which he brings and defends challenges to wills on grounds of lack of testamentary capacity, undue influence, fraud, and other claims.  Mr. Ferges also brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, will and trust construction matters, and other fiduciary disputes.  He represents beneficiaries, individual fiduciaries, large institutional trust companies, as well as charitable and non-profit organizations in those disputes. 

Mr. Ferges further counsels high net worth individuals and families in estate planning and estate administration matters.  He works with clients to reach their estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.

About Our Presenter

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McCarter & English, LLP is a firm of approximately 400 lawyers with offices in Boston, Hartford, Stamford, New York, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. In continuous business for more than 170 years, we are among the oldest and largest law firms in America.