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Tax Reform Modifications to Gift Tax and Estate Plans

 

Gain a better understanding of the tax reform and how this could affect your clients' gift and estate planning.

Tax reform is here, but is it here to stay? What do your clients need to know about the effect tax reform has on their gift and estate planning? This information reviews the opportunities available because of tax reform, including providing concrete strategies for clients who previously had no lifetime exemption remaining and for clients with a net worth below the new exemption amounts. This program also addresses audit considerations and provides practical tips on mitigating your clients' exposure in audit.

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Tax Reform Modifications to Gift Tax and Estate Plans

Agenda

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Tax Reform Modifications to Gift Tax and Estate Plans

Faculty

Keri D. Brown

Keri D. Brown

Baker Botts L.L.P.

  • Partner in the office of Baker Botts L.L.P.
  • Practice emphasizes all aspects of gift and estate tax litigation and controversy work and state court fiduciary litigation
  • Conducts regular seminars and workshops on numerous aspects of gift and estate tax controversies
  • Author of several publications related to transfer tax controversies
  • Fellow of the American College of Trust & Estate Counsel (ACTEC)
  • Board certified in estate planning and probate law by the Texas Board of Legal Specialization
  • Co-chair of ABA’s RPTE Section Income & Transfer Tax Planning Group, 2018
  • Council member, Houston Bar Association’s Probate, Trusts & Estates Section, 2018
  • Recognized as a Texas Super Lawyer Rising Star (Thomson Reuters), 2014-2018
  • Noted in The Legal 500, United States, 2009-2012, for tax controversy work
  • J.D. degree, South Texas College of Law; B.A. degree, Texas A&M University
  • Can be contacted at 713-229-1436. [email protected], Twitter® @KeriBrownUSA, and LinkedIn® www.linkedin.com/in/keri-brown/
Richard Ramirez

Richard Ramirez

Baker Botts L.L.P.

  • Special counsel in the office of Baker Botts L.L.P.
  • Practice emphasizes all aspects of gift and estate tax planning for high net worth individuals
  • Wrote several publications related to transfer planning techniques
  • Member, Houston Bar Association’s Probate, Trusts & Estates Section, 2009 - present
  • Member, Houston Business & Estate Planning Council, 2017 - present
  • 2015 Leadership Council on Legal Diversity Fellow
  • J.D. degree, The University of Texas School of Law; B.B.A. degree in accounting, Texas A&M University
  • Can be contacted at 713-229-1471, [email protected], and LinkedIn® www.linkedin.com/in/richard-ramirez-baker-botts/
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Tax Reform Modifications to Gift Tax and Estate Plans

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