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 […]
This advanced-level program will provide an in-depth review of income tax-efficientstrategies for individuals, business owners, and families facing major liquidity events ordiversification transactions. The presenters will discuss techniques such as […]
Please note the new time! Financial choices are not driven by numbers alone. They are also shaped by humanbehavior, emotions and biases. This webinar explores the psychology behind financialdecision-making and […]
Please note the new time. Lisa R. Featherngill, Senior Vice President and National Director of Wealth Planning atComerica Wealth Management, will share insights and strategies for tax planningconversations with clients in light of tax legislation changes, steady interest rates andenhanced deductions. Advisors will learn approaches they can use to successfullynavigate conversations on income tax considerations, […]
This presentation will update attendees on 2026 legislative and regulatorydevelopments, rulings and cases in estate planning and gifts, generation-skippingtransfers and fiduciary income tax. We’ll also discuss how the changes can affect clientsand customers. Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen W. Murphy, Partner, McGuireWoods LLP Continuing Education Credits: Approved for 1.5 ME CLE To […]
