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 […]
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 […]
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 […]
