2018 Estate Planning Update

As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC  led participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heckerling Institute on Estate Planning. Key legislative, regulatory and case law impacting family offices will be discussed, including: the new partnership centralized audit rules, closely-held business planning, international planning, planning with trusts, financial assets, charitable giving, elder law, litigation, and fundamentals.