Cannon Estate Planning Teleconference Series

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

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


    January 29, 2019


    12:30 PM - 2:00 PM


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