Trusts & Estates

Senator Elizabeth Warren, along with others, have proposed a new wealth tax on ultra-high-net-worth individuals. And some states, such as California, New York and New Jersey, are also considering imposing such a tax. What will this mean for your...

In December’s spending bill, Congress included a significant change to the interest rate assumptions underlying Internal Revenue Code 7702. Our expert panel will explain how this and proposed future tax law changes will impact Private Placement...

In June 2020, top IRS officials announced a renewed examination focus on the business, charitable and personal enterprises of HNW taxpayers. During this session our team of experts will review what to typically expect in these audits and discuss...

As wealth planning continues to evolve, there are new opportunities to encourage and promote a more diverse and inclusive workforce that will allow you to better develop people and ideas and ensure your company’s continued growth. Our panel of...

Presents practical tools for how family enterprises—small and large family businesses and family offices—can learn from experiences of recovery from other traumatic events in a post-COVID world.

Reveals the selling options and issues, due diligence concerns and types of appraisals—along with fiduciary responsibilities—that trustees and executors need to be thinking about in the new environment.

Discusses factors to consider when helping client trying to plan an estate determine dispositive provisions of a will or revocable trust issue—and whether they should be equal for fair.