Sophisticated Tax Planning for Your Wealthy Clients 2018

SOP1807 - Matrimonial Planning After the Tax Cuts and Jobs Act of 2017

Nov 29, 2018 4:20pm ‐ Nov 29, 2018 5:35pm


Description

Planning for matrimonial matters has changed dramatically as a result of the TCJA and other recent developments. What should practitioners advise clients under existing divorce agreements, in the process of divorce, or planning for future marriage to do? Alimony trusts, possible loss of alimony deductions changes in exemptions, developments affecting self-settled trusts, modern trust planning including floating spouse clauses all affect advice practitioners should give clients. With a temporary exemption planning for portability has important implications to clients.

  • Identify how new tax laws affect existing and future divorce agreements and prenuptial agreements.
  • Determine what role practitioners can provide in reviewing tax and economic considerations of prenuptial agreements, post-nuptial agreements and divorce agreements
  • Identify how practitioners can help clients protect themselves prior to marriage.

Speaker(s):

  • Jere Doyle, J.D., LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
  • Martin M. Shenkman, CPA/PFS, MBA, AEP (distinguished), J.D., Attorney, Shenkman Law

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