Gain an understanding of the new updates that have changed under the most recent tax act revolving around trusts and family investments.
Many practitioners are left in the dark after the recent federal tax changes. They also do not understand how to effectively counsel their clients about the tax changes, and what that may mean for their future estate planning, and current estate plan. This topic helps the practitioner understand recent tax changes, and how to best counsel clients who may have existing estate plans, or those clients looking to establish a plan for the first time. The content also explains how to take a client's existing plan and update it for the newest tax changes. This information is critical for estate planners so they can ensure their advice is as relevant and timely as possible.
Agenda
Faculty
Joshua R. Driskell
Lagerlof, LLP
- Managing partner of Lagerlof, LLP
- Has a background representing businesses and individuals and a keen attention to detail to leading the firm
- Practice focuses on business, tax, estate, fiduciary, and related matters
- Prior to forming Primuth, Driskell & Terzian, LLP, with partner Jonathan Primuth in 2014, he worked at a multi-state law firm, handling a wide variety of matters for individuals, and small and medium-sized businesses
- Admitted to practice law in all California state courts, all Ohio state courts, the United States Tax Court, the United States District Court for the Central District of California, the United States District Court for the Northern District of Ohio, and the United States District Court for the Western District of Michigan
- Member of the Pasadena Bar Association, the Los Angeles County Bar Association, and the California Bar Association
- In addition to his activities as an attorney, he is a board member for the Pasadena Museum of History, Leadership Pasadena, and Pasadena Fire Foundation
- J.D. degree, University of Toledo College of Law
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