Tax Reform and its Effect on Estate Planning

Contact: This email address is being protected from spambots. You need JavaScript enabled to view it.; Berdon LLP (New York, New York, USA)


In the first 2MinutesOn video, Berdon partner Scott Ditman, CPA/PFS, with more than 30 years in trust and estate planning, looks ahead at the potential impact of tax reform on estate planning and advises on steps to get ahead of the curve. Among the areas covered are wealth transfer and gifting opportunities with insights on using Generation Skipping Trusts, Grantor Trusts and GRATs. 

View the 2MinutesOn video here.