Cannon Estate Planning Teleconference Series

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The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million

TOPIC
The 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients with a net worth of under $11 million are more concerned with issues such as the following:

  • Whether trusts are a necessary part of an estate plan
  • Utilizing powers of appointment for income tax and non-tax purposes
  • Minimizing trust level income taxes
  • Ensuring the availability of basis step-up


Time and Location

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    January 29, 2019

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    12:30 PM - 2:00 PM

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    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017



Questions