Video

  • 25 minutes

Estate Planning for Married Couples: Income Tax Issues

 

Learn why a lifetime trust may be best for your client.

The 2017 Tax Act has had a significant impact on income taxation, particularly with respect to state and local taxes. While estate taxes may not be an issue due to the large federal estate tax exemption, certain estate planning strategies can save your clients income taxes under the current law. This video reviews how securing a step-up in basis for assets is important and discusses income tax issues with trusts.

Runtime: 24 minutes

Agenda

Faculty

Jonathan G. Blattmachr

Jonathan G. Blattmachr

InterActive Legal

  • Principal at InterActive Legal
  • More than 45 years of experience in trusts and estates law
  • Former partner in Milbank (formerly, Milbank Tweed Hadley & McCloy) in New York
  • Admitted to the bars in New York, California, and Alaska
  • Wrote or co-wrote nine books and more than 500 articles on estate planning topics
  • Writes and lectures extensively on estate and income tax planning, as well as charitable giving
  • Editor of Wealth Transfer Planning and founder of InterActive Legal - www.interactivelegal.com
Teresa L. Bush, Esq.

Teresa L. Bush, Esq.

InterActive Legal

  • Over 30 years of experience in trusts and estates law
  • Director of Education and Support Services for InterActive Legal
  • Former attorney with Kelly, Hart, and Hallman in Fort Worth, Texas, and tax consultant with Ernst & Young
  • Author of several articles/blogs on estate planning topics
  • Frequent presenter of online webinars and training classes, including: Effect of Recent Events on Estate Planning, Estate Planning Before 2026 and Beyond for Married Couples, and Restructuring Trusts for the New Tax Law: Trusts under the SECURE Act
  • Graduate, Rice University and University of Texas School of Law
  • Can be contacted at [email protected]

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