2022 Trust, Tax, and Estate Planning Update | 2022 FOX Family Office Forum
Overview
Don’t miss this in-depth tax, trust, and estate planning update. Recent trust and estate litigation cases will be examined, as well as trust and fiduciary state laws. Current UHNW tax audit practices will be addressed in addition to a discussion on how to manage the tax challenges that come along with states trying to tax beneficiaries who live in different locations than their trusts. Discover what to watch out for and what you should consider doing to protect the clients you serve.
Jeremy Mertens, Tax Managing Director, BDO
Adam K. Sherman, Partner, McDermott Will & Emery LLP
Mandy Chardoul, Partner, MST, CPA, CFP®, Plante Moran
Moderated by Scott Winget, Market Leader, Enterprise Families, FOX