ESTATE PLANNING COUNCIL OF BERGEN COUNTY, INC.

Estate Planners Day 2017

"The Trump Tax Plan, Best Estate Planning Strategies for 2017,

and the Mathematics of Portability"

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP out of Green Bay, Wisconsin and has been a speaker at national estate planning and tax seminars for over 20 years. This year for Estate Planner's Day we will be having Robert touch on a few different topics. We'll be reviewing various types of pertinent planning strategies as it relates to asset protection, estate tax and federal and state income tax planning. Discussions will revolve around Roth Conversions, Charitable Remainder Trusts, Installment Sales and Domestic Asset Protection Trusts as ways of reducing risks for families.

Mathematics of Portability

Portability allows the executor to utilize the decedent's estate tax exclusion amount or to transfer it to the surviving spouse. The speaker will review core mathematical concepts as it relates to asset protection and what the true value of a step-up in basis results in. Portability is a balancing act between estate tax and income tax, and we will discuss seven strategies that make the most sense to employ in various situations.

Best ideas for 2017

We'll be reviewing various types of pertinent planning strategies as it relates to asset protection, estate tax and federal and state income tax planning. Discussions will revolve around Roth Conversions, Charitable Remainder Trusts, Installment Sales and Domestic Asset Protection Trusts as ways of reducing risks for families.

Trump Tax Plan

There have been many radical changes proposed during President Trump's first few months in office. We will discuss the proposed amendments as it relates to simplifying the tax code for individuals, reducing tax rates for businesses and the repeal of the estate tax. As nothing has yet been finalized, it is important to understand what the implications will be if these changes are passed into law. 

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CFP - 3.5 credits has been granted by CFP Board. Program Name: The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability; Program ID: 241126

CTFA: 4.0 credits " Estate Planners Day 2017 - The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability has been approved for  4 CTFA credits.    This statement should not be viewed as an endorsement of this program or its sponsor."  ICB Members must report these credits at aba.csod.com. 

NJ CLE: 3.5 credits. Estate Planners Day 2017 - The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability.  This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.5 hours of total NJ CLE (0.0 Ethics).