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Estate Planning In Light of the Trump Tax Proposals


  • Empire Steakhouse 237 West 54th Street New York, NY, 10019 United States (map)

Financial Service Professionals: New York City Chapter

The world changed on November 8th. Although no one can be certain what proposals will pass from President-Elect Trump’s platform, a Republican Congress and soon-to-be Republican Supreme Court increase the chances of radical reform. Included in his plan are tax law changes that would

Repeal the estate and gift tax
Tax capital gains at death (like in Canada);
Lower corporate rates to 15%;
Eliminate the Alternative Minimum Tax (AMT) and Net Investment Income Tax (NIIT); and
Offer amnesty for corporations through a 10% repatriation tax So what’s a planner to do

Does anyone recall the buzz over proposed IRC 2704 Regulations?  Communicating with clients about current opportunities is crucial, and presenting a clear path to seize the day by creating structures that protect and preserve wealth while locking in tax savings is key. This session will focus on creating estate plans using trusts, life insurance and LLC’s that are built to last through the Trump tax cuts, and beyond...

Presented by:  Louis W. Pierro, Esq., Founding Partner, Pierro, Connor & Associates