Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act
Lafayette Park Hotel
3287 Mt. Diablo Blvd.
Mark Weaver is a speaker at the Estate Planning Council of Diablo Valley's virtual program, "Planning Until Sunset: Gift, Estate, GST and Income Tax Planning Strategies Following the 2017 Tax Act."
Mr. Weaver will discuss strategies to optimize revocable and irrevocable trusts in light of the changes to the federal gift and estate tax regime as a result of the passage of the 2017 Tax Act. With transfer tax exemptions larger than ever, it is becoming critical to engage in planning to achieve a step-up in basis for income tax purposes, while continuing to plan for a reduction in exemption amounts when the law sunsets, as well as the lack of GST-portability.
He will also review recent proposals by presidential candidates that would impose a wealth tax, increase the estate tax, and reduce the estate tax exemption.