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ABA Recent Developments in Estate Planning
Audio CD of Telephone Briefing*

Tom Abendroth and Skip Fox summarize recent cases, IRS Rulings and regulatory and legislative developments covering a variety of trust, estate planning, and tax topics. The topics discussed will help the trust professional recognize new areas of opportunitities and reinforce the use of both common and unique estate planning techniques.

Program Date	Audio CD Now Available
Per Site Fees**	$255 ABA/FIRMA/Service Member • $385 Non-Member
Registration	Not applicable
Audio CD	Order Online (PDF)
Credits	Listen to the CD and receive 2.5 CTFA (1.25 TAX, 1.25 FID) or 2.5 CRSP continuing education credits.

Topics to be addressed

Marital Deduction Gifts Split Interest Gifts Valuation Family Limited Partnerships and Limited Liability Companies

Retirement Benefits Charitable Giving Fiduciary Income Tax Asset Protection Insurance Estate Administration

Speakers

• Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
• Charles D. ("Skip") Fox IV, Partner, McGuireWoods LLP, Charlottesville, VA

Previously Held Programs - Audio CDs Now Available

This briefing is the final program in a series of nine (9) to be held this year on critical trust and estate planning topics. Audio CDs are now available for all previously-held programs.

• Investment Responsibilities (February 7, 2008)
• What Trust Professionals Need to Know about the Uniform Trust Code (March 6, 2008)
• Valuation and Liquidity Issues in Administering Closely Held Business Interest in Estates (April 3, 2008)
• The Duty of Fiduciaries to Disclose Information to Beneficiaries and Privacy Information Security (May 1, 2008)
• What Fiduciaries Need to Know About S Corporations (June 5, 2008)
• Administration of Dynasty or Perpetuities Trusts: Tax and Non-tax Considerations
  (September 4, 2008)
• Selected Fiduciary Income Tax Issues (October 2, 2008)
• Fiduciary Issues in Using Open Architecture and Affiliates (November 6, 2008)