California Estate Planning Blog by Kevin Staker

January 12, 2017

2017 Will Likely Be an Exciting Year in Estate Planning by Kevin Staker

Filed under: Kevin Staker — Kevin Staker @ 9:54 am

2017 Will Likely Be an Exciting Year in Estate Planning by Kevin Staker

  • Congress with the signature of President Trump is likely to change the estate tax law.
  • President Trump will likely have his IRS change a number of Treasury Regulations regarding the Estate Tax.
  • Take into account the Federal legislative process.
  • There will be many tax legislative proposals and arguments regarding the estate tax in 2017.
  • Get advice on your estate and succession plans as well as business and investment planning.
  • The proposed law and regulatory changes will affect your  business and investment entities, trusts and intra-family transactions.
  • Fully document intra-family transactions and tax plans so as to minimize challenges by the IRS.
  • By Kevin Staker of StakerLaw
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