GST Trust Administration Challenges for Fiduciaries | Brach Eichler Lunch & Learn

GST Trust Administration: Challenges for Fiduciaries | Brach Eichler Lunch & Learn
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Published: 10/12/2026

GST Trust Administration Challenges for Fiduciaries

Date: Tuesday, October 27, 2026
Time: 11:30 AM – 1:30 PM EDT
Location: Brach Eichler LLC | Roseland, NJ
Credits: 1.5 CPE Credits Available (Pending Approval)
Cost: Complimentary (Lunch will be provided)

Event Overview

Join Brach Eichler LLC for an informative, practical Lunch & Learn session addressing the complex challenges fiduciaries encounter when administering Generation-Skipping Transfer (GST) trusts.
Our panel will break down essential compliance and planning issues—from tracking exemption allocations and calculating inclusion ratios to managing taxable distributions, trust terminations, and post-mortem modifications.

Key Discussion Topics

  • IRC §2642 Structure
  • Post-Mortem Recomputation of the Inclusion Ratio
  • Applicable Fraction and Valuation Transfers
  • Managing Non-Exempt Trusts
  • Administering Taxable Distributions

Featured Speakers

  • Susan K. Dromsky-Reed, Esq. – Member and Co-Chair, Trusts and Estates
  • Stuart M. Gladstone, Esq. – Member and Co-Chair, Trusts and Estates
  • David J. Ritter, Esq. – Member and Chair, Tax Practice
  • Joy E. Matak, Esq. – Member, Trusts & Estates and Tax

Schedule of Events

  • 11:30 AM – 12:00 PM: Registration & Networking (Lunch provided)
  • 12:00 PM – 1:30 PM: Presentation & Q&A

Continuing Education

  • 1.5 CPE Credits available (pending approval)

RSVP Information

Space is limited. To reserve your seat, please RSVP directly to:
*This is intended to provide general information, not legal advice. Please contact the authors if you need specific advice.
Susan K. Dromsky-Reed

Susan K. Dromsky-Reed

Member
Trusts and Estates, Tax, Family Law Services

973.403.3146 · 973.618.5546 Fax

David J. Ritter

David J. Ritter

Member
Tax, Corporate Transactions & Financial Services, Trusts and Estates

973.403.3117 · 973.618.5517 Fax

Stuart M. Gladstone

Stuart M. Gladstone

Member
Trusts and Estates, Corporate Transactions & Financial Services, Tax

973.403.3109 · 973.618.5509 Fax

Joy Elizabeth Matak

Joy Elizabeth Matak

Member
Trusts and Estates, Tax

973.287.4286 · 973.602.8673 Fax

Related Practices:   Tax, Trusts and Estates