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Event Date Thu Dec 5 EST (about 5 years ago)
Region All
Details

Recent developments in 2019 in the fields of transfer tax, estate and trust administration, and estate planning will be reviewed.

This webinar is an excellent business development opportunity; invite outside counsel to attend this informative program at your location.

Discussion Highlights:
• Legislative and regulatory developments
• Implementation of the 2017 Tax Act
• Gifts
• Valuation
• Generation-skipping planning
• Insurance
• Charitable planning
• Fiduciary income tax
• Asset protection planning
• State death tax

Audience:
• Trust Officers
• Estate Planners
• Trust Counsel
• Trust Dept. Managers
• Wealth Managers
• Private Bankers
• Trust Tax Professionals
• Financial Planners
• CTFAs, CPAs and CFPs

Speakers

2019 Speakers

Thomas W. Abendroth
Partner, Schiff Hardin LLP

Charles "Skip" D. Fox IV
Partner, McGuireWoods LLP