2021 Trust and Estate Planning Update

Overview

Don’t miss this annual Family Office Forum update. Income and estate tax changes are highly probable, and speculation abounds regarding potential regulatory developments, all of which could significantly impact family offices and individuals. Learn what to watch and what, if anything, you might consider doing to protect your family and clients.

Jason Kohout, Partner, Foley & Lardner LLP
John Nuckolls, Managing Director, Private Client Services National Senior Technical Director, JD, LLM, BDO

Moderated by Scott Winget, Enterprise Market Leader, FOX

Presentations