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 consideration, providingguidance on risk avoidance and the matters that commonly give rise to disputes. Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen W. Murphy, Partner, […]

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 structuredinstallment sales, charitable and non-charitable trust planning, qualified opportunityfunds, and corporate or partnership reorganizations designed to minimize or deferfederal and state income tax exposure. Attendees […]

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 […]

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 […]