There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to […]

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 […]

This session will review the prospects for new tax legislation that could affect wealth planning in the aftermath of the 2024 elections. Discussion Highlights Thomas W. Abendroth, Partner, ArentFox Schiff […]

A panel of trust litigation attorneys will conduct their annual review of key fiduciary issues currently being addressed by the courts and provide advice on avoiding associated risks. Discussion Highlights […]

The right of publicity is the right of an individual to control the use of their name, image or likeness and how it is commercialized. Many states extend the right […]

This session will review the laws on the use of directed trusts, with a particular focus on corporate trustees serving primarily as an administrative trustee with investment authority assigned elsewhere. […]

Protecting assets from a beneficiary’s divorce is a common concern of clients as they structure their estate plans. The common assumption is that irrevocable trusts for the benefit of an […]

This presentation will update attendees on 2025 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 […]

The One Big Beautiful Bill Act (OBBBA) introduces significant changes, includingincreased transfer tax exemptions and various individual income tax provisions. Many ofits most notable impacts are in the realm of […]

Grantor trust planning has emerged as a key strategy for tax planning. Because thegrantor of the trust pays the income tax of the trust, a grantor trust provides a vehicle […]

Portability, the ability of a spouse to pass their estate tax exclusion to the survivor, hasbecome an integral part of estate planning for marital couples. It carries even moresignificance now […]

Gain insight into contemporary fiduciary matters and effective strategies to mitigaterelated risks. A distinguished panel of trust litigation attorneys will present their annualanalysis of significant fiduciary issues currently under judicial […]