ABA 2013 Trust and Estate Planning Telephone Briefing Series*
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Tom Abendroth, partner with Schiff Hardin LLP in Chicago, IL and Skip Fox, partner with McGuireWoods LLP, Charlottesville, VA discuss estate planning in 2013 during this recording of the telephone briefing held on February 7.
||Audio Recording Now Available|
|Per Site Fees**
||$255 ABA Member/Service Member • $385 Non-Member|
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Please note recordings are not eligible for CPE for CPA credits.
||This recording has been approved for 2.5 CTFA (Tax) and 2.5 CISP continuing education credits.|
The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.
Topics to be discussed include:
- Annual Exclusion Gifts
- Medical and Tuition Payments
- Maximum Use of Exemption
- Loans in a Low Interest Rate Environment
- The Relevancy of the A/B Estate Plan
- Portability or Lack Thereof
- Charitable Planning
- The Impact of State Death Taxes.
In order to provide participants with timely information, the presenters reserve the right to alter the content or emphasis of the program.
- Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
- Charles D. Fox, IV, Partner, McGuireWoods LLP, Charlottesville, VA
Other Programs in the Series:
Who Should Attend?
- Trust Officers
- Estate Planners
- Trust Counsel
- Trust Dept. Managers
- Wealth Managers
- Private Bankers
- Trust Tax Professionals
- Financial Planners
- CTFAs, CPAs and CFPs
**Each site license (registration fee) entitles you to one connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.
Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.