Tax & Estate Update: How Clients are Responding to the Recent Tax Law Changes

Since the Tax Cuts and Jobs Act was released at the end of 2017, family office and multi-family office professionals have been struggling to understand what all this means for their clients’ situations and circumstances. This session draws on the experience of two industry experts and the work they are doing with their clients as they evaluate their situation and what it means for the client.  Our expert speakers will discuss the opportunities the tax law has created for their clients and the practical strategies they are recommending for making the most of the current tax climate. Some topics that will be addressed in this session include: Gift planning and higher estate exemption exclusions, Entity restructuring options, Deductibility of trust expenses, investment expenses, investment interest, donations to charity, etc.