Estate Planning for the Modern Family

The traditional concept of families and descendants from the 1980s and earlier does not apply to many families today. This session will address planning for the modern family that may have unique attributes. Discussion Highlights: Speakers: Thomas W. Abendroth, Partner, ArentFox Schiff LLP  Stephen W. Murphy, Partner, McGuireWoods LLP Continuing Education Credits: Live and Recording—CTFA […]

Where Does Your Trust Live?

Virtual

The situs of a trust — where it is administered and the law that applies — can make a significant difference in trust administration and tax matters. This webinar will discuss the important ramifications of trust situs and how to use it for planning purposes. Discussion Highlights: and account Speakers: Thomas W. Abendroth, Partner, ArentFox […]

Fiduciary Litigation Annual Review (2024)

Virtual

A panel of trust litigation attorneys conducts an annual review of current key fiduciary issues being addressed by the courts and provides advice on how to avoid associated risks. Discussion Highlights: Speakers: Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen W. Murphy, Partner, McGuireWoods LLP  Continuing Education Credits: Live and Recording—CTFA 2.0, CRSP 2.0 creditsApproved […]

Asset Rich, Cash Poor: Planning for the Illiquid Estate

Virtual

Explore the planning challenges for individuals with significant wealth but few liquid assets. The estate tax is due nine months after the date of death, and the federal government generally accepts cash only. The speakers in this session will discuss the techniques and election options to address this challenge. Discussion Highlights: Speakers: Thomas W. Abendroth, […]

Planning Challenges for Families with Multi-National Family Members or Assets

Virtual

Many U.S.- based families have one or more family members living outside the  country for many years or even permanently. Other families acquire property in a foreign country. This session will review some of the more common issues to watch for when dealing with the legal and tax systems of different countries. Discussion Highlights: Speakers: […]

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