Venue
Webinar

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Dec 1 EST (in 6 months)
Location Webinar
Region All
Details

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

Speakers

2022 Speakers

Thomas W. Abendroth
Partner, ArentFox Schiff LLP

Stephen W. Murphy
Partner, McGuireWoods