Trust Law: Planning for 2026 (5/29/24)

The seminar will address the potential sunsetting of the Tax Cuts and Jobs Act of 2017 provisions impacting estate planning. There will be a review of current rules, anti-clawback regulations and anti-abuse proposed regulations, and an overview of the scheduled tax law changes. Lifetime planning opportunities and techniques that may allow taxpayers to take advantage of current tax laws will be reviewed. Time will be spent covering provisions that would provide taxpayers with flexibility to address potential future tax law changes. Finally, non-traditional situations will be reviewed. 

Speakers: 
Abosede Odunsi, Smith, Gambrell & Russell, LLP
Benjamin Lavin, Katten Muchin Rosenman LLP 
Sally Venverloh, JP Morgan Private Bank 

Moderator:
Carlos M. Alarcon, Bank of America Private Bank; Member, CBA Trust Law Committee

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Live CBA Committee meetings and seminars will take place via Zoom webinar.  You will click on "view video" and be directly connected to the meeting/seminar on Zoom.  (You will not receive a Zoom link.)

You MUST have Zoom Desktop Client on your Mac or PC to view a live program. If using a mobile device, you must have the Zoom App (available in the App Store or Google Play).

System requirements for Mac & PC can be found here. System requirements for mobile devices can be here.  

Please note that audience members do not need video or audio access.  Audience members are able to submit questions via the chat or Q & A features of Zoom. 

Chat: Open in-meeting chat, allowing you to send chat messages to and send a message to the host, panelists, and attendees (if permitted). Question & Answer: Open the Q&A window, allowing you to ask questions to the host and panelists. They can either reply back to you via text in the Q&A window or answer your question live.