Trusts & Estates
Discussing the Unified Framework for a Broken Tax Code Transcript
On September 27, 2017, the Trump Administration, the House Committee on Ways and Means, and the Senate Committee on Finance released a tax proposal, titled the Unified Framework for Fixing Our Broken Tax Code (the Unified Framework). Andreea Olteanu, JD, Manager of Legal Education, and Patrick Carlson, JD, LLM, discussed the critical changes in the proposed tax code, what this means for trusts and estates attorneys, what it means for the individual business owner, and how to effectively educate your clients on this pending matter.
Read the transcript of their discussion.
Complete the form to get your free guide
2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
gifIrrevocable Trust Gifting Trust Sample
Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.Learn More
Tax Reform is Here: What You Need to Know to Advise Your Clients
The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.Learn More