This session will review the laws on the use of directed trusts, with a particular focus on corporate trustees serving primarily as an administrative trustee with investment authority assigned elsewhere. Discussion Highlights 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 creditsApproved […]
Protecting assets from a beneficiary’s divorce is a common concern of clients as they structure their estate plans. The common assumption is that irrevocable trusts for the benefit of an individual are completely irrelevant in determining how property will be divided if that individual gets divorced. That is not the case. In almost every state, […]
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 […]
