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DTSTART:20260917T153000Z
DTEND:20260917T173000Z
LOCATION:Duquesne Club, 325 Sixth Avenue, Downtown
UID:3013520260917T153000ZCurrent Developments in Estate Planning
DTSTAMP:20260909T223746Z
DESCRIPTION:\n \n\nPresented by: [Mark R. Parthemer](https://www.glenmede.com/about-us/#mark-parthemer), JD, ACTEC Fellow, AEP Chief Wealth Strategist, Glenmede Trust Company, N.A.\n\nEstate planning continues to evolve as new case law, FinCEN compliance obligations, tax law changes, and the accelerating use of artificial intelligence reshape practice. This 60 minute presentation reviews recent GRAT, QTIP, and fiduciary case developments; current FinCEN reporting obligations; charitable giving and QSBS opportunities under the new tax law; digital asset, cryptocurrency, and AI risk areas confronting advisors; and the lessons drawn from recent celebrity estate disputes. Attorneys and advisors will gain clear, current insights to better counsel clients amid increasing complexity.\n\nThe learning objectives are to help advisors:\nAnalyze significant 2025–2026 case law developments affecting GRATs, QTIP trusts, family limited partnerships, and beneficiary designations, and apply the resulting planning takeaways to existing client structures.Apply current FinCEN compliance obligations, including the Corporate Transparency Act's narrowed reporting regime and the residential real estate reporting rule, to client entity and trust structures.Evaluate charitable giving and other planning opportunities under the new tax law, including the Section 68 deduction cap, the AGI floor, qualified charitable distributions, the expanded QSBS exclusion, and Trump Accounts.Assess digital asset, cryptocurrency, and artificial intelligence developments, including new reporting requirements, physical security risk, emoji-based litigation, and the ethical obligations AI use creates for attorneys and advisors.Extract common threads from recent celebrity estate disputes to strengthen client plan review, funding discipline, and fiduciary selection practices.\nThank you to our Gold Sponsors!\n
SUMMARY:Current Developments in Estate Planning - Estate Planning Council of Pittsburgh 
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