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Event Date | Thu Dec 1 EST (about 2 years ago) |
Location | Webinar |
Region | All |
Our speakers will bring you up to date on 2022 legislative and regulatory developments in estate planning and gifts, generation-skipping transfers, and fiduciary income tax. Learn how these changes can affect your clients and customers.
Discussion Highlights:
• Legislative developments
• Regulatory developments
• Gifts
• Valuation
• Estate inclusion
• Marital and charitable deductions
• GST issues
• Fiduciary income tax
• State death taxes
Audience:
• Wealth Management Advisors
• Wealth Managers
• Trust and Fiduciary Advisors
• Trust Officers
• Estate Planners
• Trust Counsel
• Trust Department Managers
• Private Bankers
• Trust Tax Professionals
• Financial Planners
• CTFAs, CISPs, CRSPs
2022 Speakers
Thomas W. Abendroth
Partner, ArentFox Schiff LLP
Stephen W. Murphy
Partner, McGuireWoods