2019 Estate Planning Update


2019 Estate Planning Update

Date & Time
February 6, 2019
10:00 AM - 11:00 AM EST

Family Office Exchange

Private Clients, Trusts, and Estates Practice Group Leader Tom Abendroth will present important developments from the 53nd Annual Heckerling Institute on Estate Planning. Tom will discuss significant legislative and case law impacting ultra-high net worth families and their family offices. Other key topics will include:

  • Importance of basis planning
  • IRC Section 199A
  • Qualified business
  • Effective use of powers of appointment and disclaimers
  • Planning with increased exemptions
  • Changes to the tax treatment of marriage/divorce

For more information or to register, click here.