Free

Recent Developments in Trusts and Estates Administration Luncheon

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Location

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

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Event description

Description

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

Want to keep up with what is happening in estate and trust administration? Hear this review of recent legislation, regulatory developments, cases and rulings in the estate, gift, generation-skipping tax, fiduciary income tax, and charitable giving areas.

Discussion highlights include:

- Summarize legislative and regulatory developments
- Talk about gifts
- Examine valuation of non-publicity traded assets
- Discuss generation-skipping planning
- Discuss charitable planning
- Review state death taxes

Speakers (via webinar):

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

To reserve your seat, please RSVP by Tuesday, December 1, 2020.

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Continuing Education Credits:

Attendees may receive up to 1.5 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 2.0 CTFA, 2.0 CISP and 2.0 CRSP continuing education credits.

The Certified Financial Planners Board has granted 2.0 credits for this live webinar. Recordings are not eligible for CFP credits.

This group-live event is eligible for 1.5 CPE credits for CPAs (Regulatory Ethics). Recordings are not eligible for CPE credits. No prerequisites required.

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Date and Time

Location

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

1227 Corporate Center Drive

Oconomowoc, WI 53066

View Map

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