This annual program provides a wide-ranging on important developments impacting your estate and trust planning practice.

The program provides a discussion of recent case law, regulatory developments and IRS rulings related to beneficiary creditor protections, basis planning, qualified small business stock, deductions for pass-through income, limits on state taxation of non-grantor trusts, and much more.

The program discusses the changing dynamic of trust and estate planning practice.

This annual program provides a practical review of developments impacting your trust and estate planning practice.

• Impact of recent tax law on trust and estate planning
• Review of significant letter rulings, case law, and regulatory developments
• Fiduciary litigation trends
• Review of legislative proposals, including impact of election

DETAILS
Phone/Audio
Tuesday, May 18, 2021
1:00–2:00 PM

SPEAKERS

• Daniel L. Danielsn Wiggin and Dana LLP, Greenwich, CT
• Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL
• Missia H. Vaselaney, Taft Stettinius & Hollister LLP, Cleveland, OH

PRODUCED
May 18, 2021

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.