Free

Recent Developments in Estate and Trust Administration Luncheon

Event Information

Share this event

Date and Time

Location

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

Event description

Description

Prairie Trust™ invites you to a complimentary luncheon webinar on Recent Developments in Estate and Trust Administration.

Recent developments in 2019 in the fields of transfer tax, estate and trust administration, and estate planning will be reviewed.

Discussion highlights include:

- Legislative and regulatory developments
- Implementation of the 2017 Tax Act
- Gifts
- Valuation
- Generation-Skipping Planning
- Insurance
- Charitable Planning
- Fiduciary Income Tax
- Asset Protection Planning
- State Death Tax

Speakers (via webinar):

Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

To reserve your seat, please RSVP by Tuesday, December 3.

***

Continuing Education:

Attendees may receive up to 2.0 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.

ABA Professional Certifications approved this program for 2.5 CTFA, 2.5 CISP and 2.5 CRSP continuing education credits for the live program and the recording.

The Certified Financial Planners Board has approved this briefing/webinar for 2.0 continuing education credits. Recordings are not eligible for CFP credits.

This group-live event is eligible for 2.0 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.

Share with friends

Date and Time

Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

Save This Event

Event Saved