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A Better Partnership


Jan 2015
January 28, 2015
Webinar: 2015 Estate Planning Update for Family Offices

| Hosted By: Family Office Exchange (FOX)

Join the Family Office Exchange 2015 estate planning review session with Jim Steffel, Partner at Warner Norcross & Judd LLP and Tom Abendroth, Partner at Schiff Hardin LLP. They will guide FOX participants through the most significant legislative, regulatory and case law developments that were covered earlier this month at the 49th Annual Heckerling Institute on Estate Planning. Jim and Tom will highlight the most important family office oriented issues covered by the various sessions, which will include presentations on: trust flexibility; portability; interplay between income and wealth transfer taxation; IRS litigation updates; Developments with SCINs and private annuities; family business rivalries; digital assets; adequate disclosure; fiduciary liability; asset protection; charitable planning; life insurance as an asset class; family governance; and the overall increased focus on income tax planning.

Recommended for: Family office executives and staff, advisors and family members.

This is a complimentary no-cost webinar for members and guests of FOX. This webinar is eligible for 1 hour of CPE credit. CPE eligibility is subject to state requirements.

NOTICE. Although we would like to hear from you, we cannot represent you until we know that doing so will not create a conflict of interest. Also, we cannot treat unsolicited information as confidential. Accordingly, please do not send us any information about any matter that may involve you until you receive a written statement from us that we represent you.

By clicking the ‘ACCEPT’ button, you agree that we may review any information you transmit to us. You recognize that our review of your information, even if you submitted it in a good faith effort to retain us, and even if you consider it confidential, does not preclude us from representing another client directly adverse to you, even in a matter where that information could and will be used against you.

Please click the ‘ACCEPT’ button if you understand and accept the foregoing statement and wish to proceed.



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