2023 Tax and Estate Planning Update
Overview
FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were addressed at the 57th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered.
Mandy Chardoul, Partner, Plante Moran
Troy Farmer, Director, Regional Wealth Strategist, FORVIS
Scott Winget, Enterprise Market Leader, FOX