Recent Developments in Estate and Trust Administration

Events

Recent Developments in Estate and Trust Administration

Date & Time
December 6, 2018
1:00 PM - 3:00 PM EST
Event

American Bankers Association

Partner Tom Abendroth will co-present on recent estate and trust administration and estate planning developments for 2018. Topics will include:

  • Legislative and regulatory developments
  • The future of the estate tax
  • Gifts
  • Valuation including the 2704 regulations
  • Generation-skipping planning
  • Insurance
  • Charitable planning
  • Fiduciary income tax
  • Tax liens
  • State death taxes

CTFA, CISP, and CRSP credits are available.