2018 Gift Planning Reunions Program

March 19th, 2018 / Gift Planning

Reunions

Taxing Times: What You Need to Know Now About Tax Reform

The times they are a-changing. This year, the annual 1746 Society luncheon moves to a breakfast at Reunions, to allow more members to attend. And we have a luminary panel of Princetonian experts lined up to discuss "taxing times," and what changes in taxes mean for you now and in the future.

December 2017 brought the most significant overhaul of the U.S. tax code since 1986, with profound impact on individuals, trusts, estates, and businesses-at least until 2025 when key provisions may expire.

We hope you'll JOIN US AT REUNIONS to hear from experts, who will share their thoughts on asset strategies that leverage tax benefits with an eye to the future.

WHERE: Prospect House

WHEN: Saturday, June 2
Breakfast 8:30 a.m. Program 9:00 a.m.

REGISTER: https://events.princeton.edu/gpreunions18
Or 609.258.6421

 


2018 Reunions Panelists

Panelists:

CHARLES D. "SKIP" FOX IV '75, partner with the Charlottesville office of McGuireWoods LLP and chair of the firm's Tax and Employee Benefits Department; he is a Fellow and President of the American College of Trust and Estate Counsel and on faculty of the American Bankers Association's National Trust School; his focus is estate planning, estate administration, trust law, and charitable organizations.

JENNIFER JORDAN MCCALL '78, partner with the Silicon Valley office of Pillsbury Winthrop Shaw Pittman LLP and chair of her firm's estates, trusts, and tax planning practice section; she is a leading authority on U.S. and international gift and estate planning to preserve wealth and enhance family relationships.

HOWARD M. "SCOTT" MCCUE III '68, managing member, McCue LLC, is a retired partner of the international law firm Mayer Brown LLP where he led the firm's Wealth Management practice for more than two decades; he is a fellow and former regent of the American College of Trust and Estate Counsel, a fellow of the American College of Tax Counsel, and an academician of the International Academy of Trust and Estate Law.

Moderator:

WILLIAM D. ZABEL '58, founding partner and head of the Individual Client Services Group at Schulte Roth & Zabel LLP; he practices in the areas of estate planning, wills, trusts, charitable foundations, income- and gift-tax planning, estate administration and family law.