2024 Updates and a View of 2025: Are You Ready for the Latest Misinformation and Lies?

Topic

Estate Planning

Program ID

335367

Hours

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

This month's speakers will provide a summary of new legislation and case law from 2024 of particular interest to the trusts and estates community. Steven, Erin, and John are all fellows of the American College of Trust & Estate Counsel (ACTEC) as well as partners at their respective firms.

Learning Objectives

1.Provide participants with the current legislative and recent case law that affects taxation of trusts and estates 2.Provide participants with planning opportunities that should be considered under the current tax law 3.Review with the participants inflation adjusted rates for 2025 to aid in planning opportunities