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, […]
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: […]
At the end of 2025, the increase in the estate tax applicable exclusion amount made in 2017 is scheduled to sunset, cutting the exclusion in half. This session will discuss planning in anticipation of this possible major change in the estate tax law. Discussion Highlights: Speakers: Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen W. […]
There is no such thing as a trust that can avoid all conflict among beneficiaries or between beneficiaries and trustees. But much can be done during drafting and administration to minimize the conflicts. This session will discuss various options and good trust administration processes. Discussion Highlights: Speakers: Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen […]
This presentation will update attendees on 2024 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: Speakers: Thomas W. Abendroth, Partner, ArentFox Schiff LLP Stephen W. Murphy, Partner, McGuireWoods LLP Continuing Education Credits: […]
