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Recent Developments (2024)

December 5 @ 1:00 pm 2:30 pm

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


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.


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