Recent Developments in Estate and Tax Administration

Aired: Thursday, December 1, 2016

2.5 CTFA, 2.5 CISP

The 2016 Trust and Estate Planning Series will provide you and your staff with critical information on estate planning and trust administration topics. This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

This recording reviews recent legislation, regulatory developments, cases, and public and private rulings in the estate, gift, generation-skipping tax, fiduciary income tax, and charitable giving areas.

This recording focuses on:

  • Marital Deduction Planning
  • Portability
  • Possible Changes in the Estate Tax Laws
  • Valuation Issues
  • Gifts
  • The Availability of Discounts
  • Charitable Planning
  • Post Mortem Planning
  • The Generation-Skipping Tax
  • Asset Protection
  • Insurance
  • Fiduciary Litigation Tax


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



 Continuing Education Credits

The Institute of Certified Bankers (ICB) has approved this program for 2.5 CISP and 2.5 CTFA continuing education credits for the live program and the recording.

Recordings are not eligible for CFP credits or CPE credits.

CPE logoAmerican Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Questions? Please contact Linda Shepard / Cari Hearn for more information.


 Pricing & Purchasing


Streaming Online Recording
Now Available

ABA Member • $265
Non-Member • $395


 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

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