Trust & Estate Planning Update - 2019

Originally presented on May 14, 2019

This annual program will provide you with a wide-ranging on important developments impacting your estate and trust planning practice. The program will provide 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 will discuss the changing dynamic of trust and estate planning practice.  This annual program will provide you with 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

Speakers: Michael Sneeringer, Porter Wright Morris & Arthur LLP, Naples, FL and Missia H. Vaselaney, Taft, Stettinius & Hollister, LLP, Cleveland, OH

NOTE: This program was originally produced as a telephone seminar and is available on demand in streaming audio. This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for ethics or elimination of bias credit.