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. Princeton’s Office of Gift Planning hosted a breakfast for 1746 Society members at Reunions that featured a panel of Princetonian experts discussing recent changes in taxes and what they mean for individuals, trusts, and estates. 

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:

RICHARD RAMPELL '74, principal and equity partner at Rampell Division of MBAF, CPAs and Advisors; his areas of expertise include estate and charitable gift planning, tax compliance, business valuation, litigation support, business advisory services, and strategic planning.