What Does a Second Trump Administration Mean
for the World of Estate and Tax Planning?

President Donald J. Trump’s election victory suggests that it is unlikely that significant new taxes will be imposed on the wealthy. This is quite a different result than what most estate planning conversations seemed to have focused on in recent months. Had the Democrats swept, everyone anticipated substantial tax increases along the lines of a Senator Warren tax proposal. That seems assured not to occur now, nor for the next four years.

Practitioners must consider many questions including:

• What does all this mean to estate planning?

• What should practitioners tell clients to consider now?

• How is that advice different than the typical pre-2026 planning that has been the focus of so many planning conversations?

We have turned to two of the nation’s leading tax and estate planning experts, Robert S. Keebler CPA/PFS, MST, AEP (Distinguished) and Martin M. Shenkman J.D., CPA, MBA to help us answer these questions in this timely presentation entitled “Post-Election: The New World of Estate Planning”.

In this 82-minute presentation, Robert Keebler and Martin Shenkman will cover the following:

• Many of the factors that may influence what estate tax changes may occur

• Non-estate tax reasons for clients to continue planning

• Different approaches that might help your clients now hesitant to continue or conclude planning

• The increased importance of income tax planning benefits post-election on basis step-up planning, non-grantor trusts, and state tax savings

• How to approach clients and modify planning for the new environment now that the Republican victories in the 2024 election change the estate planning environment in substantial ways.

• In light of the election results, practical suggestions on practice management including modifying the scope of practice to address issues that remain relevant in the new tax environment (and how best to communicate this with clients!)

• Specific planning techniques that may make clients who are uncertain about whether or not to proceed with planning to secure their bonus exemption

• Understand how the analysis of weighing estate tax inclusion versus maintaining access to trust assets has changed in the new environment

• Why and how practitioners should still continue to plan for ultra-wealthy clients!

• And much more!

Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.

The increased importance of income tax planning benefits post-election will be reviewed: basis step-up planning, non-grantor trusts and state tax savings, and more.