Events

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 changes can affect clients and customers. Discussion Highlights: Speakers: Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen W. Murphy, Partner, McGuireWoods LLP Continuing Education Credits: […]

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 LLP Stephen W. Murphy, Partner, McGuireWoods LLP Continuing Education Credits: Live and Recording—CTFA 2.00, CISP 2.00, CRSP 2.00 creditsApproved for 1.5 ME CLE To register, […]

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 […]