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 forindirect gifts and for allowing the trust to appreciate. But the grantor trust also providesimportant flexibility for the grantor to enter into transactions with the […]
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 that the estate tax exclusion has moved to $15 million per person withno sunset. This session will review the benefits and potential pitfalls of portability. […]
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 […]
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 […]
