2015 Estate Planning Update

Tom Abendroth and Jim Steffel joined us to review 2015 estate planning. They guided FOX participants through the most significant legislative, regulatory and case law developments that were covered earlier this month at the 49th Annual Heckerling Institute on Estate Planning. Tom and Jim highlighted the most important family office oriented issues covered by the various sessions, which included presentations on: trust flexibility; portability; interplay between income and wealth transfer taxation; IRS litigation updates; Developments with SCINs and private annuities; family business rivalries; digital assets; adequate disclosure; fiduciary liability; asset protection; charitable planning; life insurance as an asset class; family governance; and the overall increased focus on income tax planning.