This presentation will update attendees on 2025 legislative and regulatory developments, rulings and cases in estate planning and gifts, generation-skipping transfers and fiduciary income tax. We’ll also discuss how the changes can affect clients and customers.

Discussion Highlights

• Learn about the latest developments in marital and charitable deductions, generation-skipping transfer (GST) issues, and their effect on clients and customers.
• Gain an understanding of the key legislative and regulatory changes in 2025 that affect estate planning, gifts, and fiduciary income tax.
• Examine significant rulings and cases from 2025, focusing on their implications for estate and trust administration.
• Explore updates in valuation methods and estate inclusion rules, and how these changes affect estate planning strategies.

Thomas W. Abendroth, Partner, ArentFox Schiff LLP

Stephen W. Murphy, Partner, McGuireWoods LLP

Continuing Education Credits:

Live and Recording—CTFA 2.00, CISP 2.00, CRSP 2.00 credits
CLE Credits Pending

To register, please email amelia.dow@portlandtrust.com