Description
Now 30 years strong, this popular, advanced program covers significant recent developments and how they affect estate planning practice. Featuring a nationally renowned faculty of estate planning lawyers, as well as Professor Emeritus Jeffrey N. Pennell, this webcast is designed for sophisticated practitioners who need to stay up-to-date on changes in the field!
This unique program captures late-breaking important opinions and legislative and regulatory developments, as determined by the faculty at the time of the presentation. Planned topics presently include:
More than a dozen recent decisions from courts around the country addressing issues including incentive trusts, elective shares, equitable adoption, trust terminations, and more
- Proposed regulations on foreign trusts and gifts therefrom
- Final regulations on extensions to make GSTT elections and allocations
- CRAT notice of proposed rulemaking
- RMD Notice 2024-35
- Unitrust valuation calculation alternatives
- The interplay between the Corporate Transparency Act, charities, and trusts
In addition to superb teaching, a favorite feature of past registrants is the comprehensive outline that all registrants get ahead of the program. It provides summaries written by the faculty on every topic discussed during the program, in the order in which it is addressed!
Experienced estate planning attorneys, trust administrators, and financial and tax professionals who provide guidance and strategies for transferring wealth and reducing estate taxes should attend this valuable webcast.