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Estate Planning in 2017 and Beyond

Estate Planning and Probate Tax Planning, Donald Trump, President Donald Trump, IRC §2704,

Presented by Matthew T. McClintock, JD, TEP and David K. Cahoone, JD

Since 2001 the buzzword for estate tax planning has been “flexibility.” A ten-year phased-in temporary estate tax repeal, followed by a massive economic recession, followed by the 2012 Tax Act that mathematically repealed estate tax for 99.8% of the U.S. population… Estate planning in the U.S. has been anything but boring and predictable. What will the Trump Presidency and Republican-controlled Senate bring in the...

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