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Estate Planning in the Wake of Tax Reform 2018

Product ID: CA2770D
Presented By: State Bar of Wisconsin PINNACLE

Death and taxes

Effective Jan. 1, 2018, the new Tax Cuts and Jobs Act (TCJA) is making ripples in the financial and legal ponds. Although it includes only a few modifications, they could significantly impact the way existing estate plans are administered and new ones are structured going forward.

Estate Planning in the Wake of Tax Reform explains the TCJA’s adjustments and their implications for estate plans.

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OnDemand seminar

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Member $89.00

Non-Member $139.00

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Death and taxes

Effective Jan. 1, 2018, the new Tax Cuts and Jobs Act (TCJA) is making ripples in the financial and legal ponds. Although it includes only a few modifications, they could significantly impact the way existing estate plans are administered and new ones are structured going forward.

Estate Planning in the Wake of Tax Reform explains the TCJA’s adjustments and their implications for estate plans.

Read More ↓

Katherine L. Hanes is a member of Quarles & Brady LLP's Estate, Trust & Wealth Preservation Practice Group. Before joining the firm, she was a legal intern for the San Francisco District Attorney's Office.
Prior to attending law school, she volunteered at the Wisconsin Innocence Clinic at the University of Wisconsin Law School. She is a graduate of University of California-Berkley School of Law.

Kathryn A. Muldoon is a partner in Quarles & Brady LLP's Estate, Trust and Wealth Preservation Group. She handles estate planning, estate administration, business succession planning, and trust administration.
A particular focus of her estate planning practice involves counseling family and closely held businesses. She is a graduate of Boston University School of Law and is admitted to practice in Wisconsin and Massachusetts.

  • Learn what has and hasn’t changed due to the new Tax Cuts and Jobs Act (TCJA)
  • See how the TCJA will impact clients of varying net worth
  • Understand how the TCJA affects trust administration
  • Learn about new pass-through entity rules in the TCJA
  • Estate planning lawyers
  • Tax attorneys
  • General practitioners
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