The following publication, Estate Tax Changes: Past, Present, and Future, is part of the course materials to be discussed, in part, by Ronald Aucutt at the ALI CLE Planning Techniques for Large Estates 2018 conference on April 25-27, 2018. Beginning on page 132 of this whitepaper, Aucutt provides an in-depth timeline and overview of the 2017 Tax Bill and its direct impact in key areas of tax and estate planning.
Planning Techniques for Large Estates provides updates, insights, and practical advise to those who advise high net worth clients. This year will lend special attention to the Tax Cuts and Jobs Reform Act and it’s affect on estate planning.
About Ronald Aucutt
Ronald Aucutt is a partner at McGuireWoods’s Virginia office and is the chair emeritus of the firm’s Private Wealth Services Group. Aucutt’s career has focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions. He has extensive experience in assisting clients with the transfer of wealth from one generation to another, particularly including the orderly and tax-efficient succession of family-owned businesses.
To download the full whitepaper click here.