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 […]