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A Better Partnership


Jan 2015
January 14, 2015

Jim Steffel to Present in Family Office Exchange Webinar on Estate Planning

1/28/15 11:00 am - 12:30 pm EST

James J. Steffel, a partner with the law firm of Warner Norcross & Judd LLP, will present a webinar on estate planning for family offices on Wednesday, Jan. 28.

The webinar will focus on significant legislative, regulatory and case law developments in family office estate planning. Family Office Exchange, the world’s largest peer-to-peer network for ultra-wealthy families and their family offices and the leading authority on matters related to legacy wealth management, is hosting the event.

Topics will include:
  • Trust flexibility
  • Portability
  • IRS litigation updates
  • Family business rivalries
  • Digital assets
  • Adequate disclosure
  • Fiduciary liability
  • Asset protection
  • Charitable planning
  • Family governance
The webinar is recommended for family office executives, staff and advisors as well as family members.

Steffel concentrates his practice on family offices, estate planning and administration, closely held business entities, strategic legacy and succession planning and related taxation, transactions and litigation.

Webinar participation is provided at no cost for members and guests of FOX. This webinar offers one hour of continuing professional education, or CPE, credit. CPE eligibility is subject to state requirements.

About Warner Norcross

Warner Norcross & Judd LLP is a corporate law firm with 230 attorneys practicing in eight offices throughout Michigan:  Grand Rapids, Holland, Kalamazoo, Lansing, Macomb County, Midland, Muskegon and Southfield.  By providing discerning and proactive legal advice, Warner Norcross forges a better partnership with its clients. 
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