Steve Akers: Heckerling Musings 2018 and Other Current Developments

Steve Akers and Bessemer Trust have made available for download Mr. Akers’ white paper, “Heckerling Musings 2018 and Other Current Developments.”

The abstract is as follows:A summary of observations from some of the sessions at the 52nd Annual Philip E. Heckerling Institute on Estate Planning held in Orlando, Florida, the week of January 22, 2018, as well as observations from other current developments, is available via the link below. Planning implications in light of the 2017 Tax Act were a focus throughout the week.

Some of the topics include:

•Provisions of the 2017 Tax Act and planning implications of the Act
ˆIRS priorities
•Wide variety of other practical planning issues.

Some of the topics covered include the following:

  • 2017 Tax Act
  • Estate planning in light of 2017 Tax Act.
  • Basis Adjustment Planning.
  • FLP Developments including Powell v. Commissioner.
  • Portability.

Download full white paper by clicking here.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.



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