Ten Minute Interview: Recent Legal Developments and What They May Mean for You
Overview
During this interview, attorney Jason Kohout shares the legal developments and highlights from his panel discussion on the regulatory, trust, tax, and estate planning update at the Family Office and Wealth Advisor Forum. Discover what to watch out for, what to stop worrying about, and what you should consider doing to protect your family office clients. In addition, Jason talks about the Corporate Transparency Act that requires the reporting and filing requirements of every entity's beneficial ownership by the end of 2024.