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New 2019 Mathematics of Estate Planning After the Tax Cuts and Jobs Act



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Recording and Slides are Available Here


Robert Keebler, CPA/PFS, MST, AEP in this webinar will focus on how the income tax is the new estate tax under the tax bill.  This is a “must see” webinar for advisors in the wealth transfer space.  During this webinar, Bob will cover the following topics:

  • Develop an understanding of the new estate, gift and GST tax after the TCJA
  • How to run the numbers – not only in developing appropriate estate and gift tax planning strategies – but in effectively communicating them to clients
  • How to evaluate some of 2019’s hottest planning strategies, particularly in light of today’s low interest rates, including:

          GRATs (Grantor Retained Annuity Trusts)
          Installment sales to IDGTs (Intentionally Defective Grantor Trusts)
          SCINs (Self-Cancelling Installment Notes)
          Private Annuities
          The “Tax Burn” SCIN
          Techniques to leverage the GST (Generation Skipping Tax Exemption)
          How to balance bet-to-live and bet-to-die strategies

  • A quantitative review of the danger of gifting low basis property
  • Basis issues with GRATs, powers of appointments, IDGTs, gifts and Section 2036 assets
  • Comparing low basis gifts to high basis gifts – the law and the math
  • When not to gift low basis property
  • Why the annual exclusion gift of low basis property generally still makes sense and how to prove it
  • Using GRATs to shift growth and protect the step-up


There will be no CE for this webinar


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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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