Partner David Blickenstaff will present “Intersection of Alternative Investments & Estate Planning.” There are good reasons to hold alternative investments in trust and other estate planning vehicles, but these assets can be complicated and present special risks for fiduciaries and beneficiaries. Dave and his co-presenter will discuss the characteristics of alternatives, the associated risks, and how the risks can be addressed in the estate planning process and in trust and estate administration. This program is on May 25 at 8:45 a.m. CDT.
Partners Henry Mann and Christine Quigley will present “Beyond Taxes: Securities Law Considerations for the Estate Planner.” They will explore various compliance requirements and planning alternatives and discuss the practical application of securities law, emphasizing situations that repeatedly arise in the context of estate planning and trust administration. This program is on May 25 at 10 a.m. CDT.