"Use or Lose the Estate and Gift Tax Exemption Under TCJA 2017 and Changes to Grantor Trust Rules"

OVERVIEW: 
This Roundtable program will discuss proposed changes in the House tax legislation impacting the estate and gift tax area including changes to rules for grantor trusts and effective date. The panelists will discuss planning options and practical hurdles to successfully implement tax strategies before the end of the year.

SPEAKERS: 

• Michael Maransky, Partner, Fox Rothschild, LLP
• Richard Schwartz, J.P. Morgan Private Bank

COST: No charge! Must be a PEPC Member to attend. 

No continuing education credits will be offered for this program.