News & Resources

Pitfalls and Opportunities Under the New Federal Tax Law - Part 3

Estate Planning Opportunities

Dennis Delaney, Kevin Ellis and Keirsa Johnson


In this third and final part of our series on the new federal tax law, we look at estate planning opportunities. Each strategy involves making gifts to family members, either outright or in trust, but those can raise concerns for the donor.

For example, the combination of rising health care costs and longer life expectancies leads some to worry about needing the gifted assets themselves someday. Others may be concerned about creating unmotivated “trust funders” who do not lead productive lives.

Part 3 discusses a number of strategies that address these concerns and that may benefit taxpayers regardless of their net worth.

To continue reading Part 3: Estate Planning Opportunities, please click here:

New Tax Planning Strategies Part 3

To continue reading Part 2: Income Tax Opportunities, please click here:

New Tax Planning Strategies Part 2

To continue reading Part 1: Pitfalls, please click here:

New Tax Law Part 3


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