Recent Developments: 2025 Estate and Trust Administration

  • Date & Time
    -
  • Location

    Virtual

  • Event Type
    Webinar
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AFS Partner Tom Abendroth will co-present in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on December 4.

In the final installment of the year, “Recent Developments: 2025 Estate and Trust Administration,” Tom and his co-presenter will review 2025 legislative and regulatory developments, as well as key rulings and cases in estate planning and gifts, generation-skipping transfers, and fiduciary income tax. They will also discuss how these changes may affect clients and customers.

Attendees will:

  • Gain an understanding of the key 2025 legislative and regulatory changes affecting estate planning, gifts, and fiduciary income tax.
  • Examine significant 2025 rulings and cases and their implications for estate and trust administration.
  • Explore updates in valuation methods and estate inclusion rules and how these changes shape planning strategies.
  • Learn about the latest developments in marital and charitable deductions and generation-skipping transfer (GST) issues, and their effect on clients and customers.

For more information, click here.

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