June 11, 2013
12:00 – 1:00 p.m.
1.00 MCLE hours
(map and directions)
This annual update will provide you with a wide-ranging review of substantive legal developments impacting your estate and trust planning and administration practice. The program will provide you with a detailed review of the new tax law and its impact on trust and estate planning, including the new 3.8% Medicare tax and the law’s impact on revocable trust planning. The program will also provide you with a case law and regulatory update with developments related to property valuation, the Generation Skipping Transfer Tax, charitable giving, and FLPs and FLLCs. This two-part program will provide you with an update of what you need to know about recent developments impacting the advice you give your clients about their estates and trusts. Part 1 of 2.
Jeremiah W. Doyle, IV, BNY Mellon Wealth Management, Massachusetts
Blanche Lark Christerson, Deutsche Bank Private Wealth Management, Chicago
Daniel L. Daniels, Wiggin and Dana, LLP, Connecticut
David T. Leibell, Wiggin and Dana, LLP, Connecticut