Dear John:

A lot has happened since the Trump administration first unveiled its sweeping plan to change the federal tax code.

The editors of Trusts & Estates are seeking views from readers on the effects of the tax plan and other administration policies thus far on financial planning strategies — and we’ve identified you as someone who may have interesting views on the subject.

Please take the two minutes or less needed to answer our quick flash poll. In appreciation for your participation, we’ll send you a copy of our latest eBook on Family Office Trends — which examines modern trust structures, business succession and the effects of tax reform.

We look forward to receiving you responses.

Cordially,

Jay McSherry
Director of Marketing

Trusts & Estates