Session 7: Amending and Decanting Irrevocable Trusts – Navigating Court Intervention Wisely Session 8: Partnership Related-Party Basis Adjustment Transactions Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 9: Planning with Asset Protection Trusts Session 10: Administering Single Asset Trusts Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 11: What Do You Mean I Was Supposed To Divide To Trust? Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 1: Hot Topics in Fiduciary Litigation Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 2: Almost All You Need to Know about Powers of Appointment to Make You a Super Estate Planner Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 3: Attorney-Client Privilege in Common Interest Scenarios: Walking the Waiver Tightrope Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 4: Conflict of Laws in Estate and Trust Administration Session 5: Indemnification – The Teeth of a Fiduciary Release Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Session 6: Dirt Lawyering – Tax Planning for Real Estate Investors Explore estate and trust administration beyond the traditional framework. Representing Estate and Trust Beneficiaries and Fiduciaries 2025 delves into the latest developments from the perspectives of fiduciaries, beneficiaries, and their counsel—highlighting their often-divergent interests. This annual program never fails to deliver practical strategies to navigate challenges faced by dissatisfied beneficiaries and cautious fiduciaries alike.

Estate and gift tax audits are on the rise. Armed with $60 billion in supplemental funding from Congress, a reinvigorated IRS and its army of new revenue agents are aggressively challenging tried-and-tested estate planning techniques. Now more than ever, estate planners need to understand the audit process and procedures for defending taxpayers in tax controversies. Register for this program and gain insights you need to prepare ironclad plans now and insights on how to defend those that will be the subject of IRS scrutiny later.

In long-awaited final rules, the IRS has finally clarified the controversial 10-year rule for inherited individual retirement accounts (IRAs). These rules include required minimum distributions (RMDs) to ensure that pretax savings are eventually withdrawn and taxed. RMDs are an important reality when it comes to planning your retirement income. Now is a good time to make sure your clients understand the rules and update their plans according to these and other recent regulations and proposed changes.