Webinar: Planning Strategies Post Tax Reform

Highlights from the 2019 Heckerling Institute

Discuss tax planning strategies highlighted at the 53rd annual Heckerling Institute on Estate Planning that can be applied to client situations.

Course Description: Learn about cutting-edge estate planning techniques and how the 2017 Tax Cuts and Jobs Act has impacted trusts and estates

Learning Outcomes: Participants will be able to:

  • Explain recent developments in 2018 including the impact of the 2017 Tax Cuts and Jobs Act on estate planning
  • Explore the relevant developments in trust, tax and privacy law from outside the U.S. and discuss practical planning considerations and strategies for U.S. persons who own or intend to own assets located outside the U.S.
  • Understand the steps of unwinding common transactions that have utilized life insurance policies, by addressing the unique issues that can arise when a policy is part of the transaction. Focus on how to unwind a split-dollar arrangement, an insurance trust arrangement, and a buy-sell arrangement
  • Gain insights on some of the issues facing today’s redefined and evolving families. Topics include estate planning implications of changing family structures, planning for parents of minors, the impact of assisted reproductive technology on estate planning and how to manage difficult beneficiaries

1.5 CPE credits in Taxes

*This program is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning. The Heckerling Institute is not responsible for its content. For information about the Heckerling Institute visit:

Marie Arrigo, Partner, EisnerAmper LLP
Onofrio Cirianni, Consultant, EisnerAmper Wealth Management & Corporate Benefits
Karen Goldberg, Principal, EisnerAmper LLP
Stephanie Hines, Partner, EisnerAmper LLP
Jack Meola, Partner, EisnerAmper LLP

Wednesday, February 06, 2019

12:00 - 1:30pm (EST)