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.