This presentation will update attendees on 2024 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the changes can affect clients and customers.

Discussion Highlights:

• Legislative developments
• Regulatory developments
• Gifts
• Valuation
• Estate inclusion
• Marital and charitable deductions
• GST issues
• Fiduciary income tax

Speakers:

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.00, CISP 2.00, CRSP 2.00 credits
Approved for 1.5 ME CLE

To register, please email amelia.dow@portlandtrust.com.