FOX Public Webcast: Estate Planning Nuances During an Election Year - April 10, 2024
Overview
Please join us on Wednesday, April 10, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
Election years offer trigger speculation about what the tax law landscape will look like depending on what happens in November. This year is no different.
William C. Sinclair, Head of U.S. Family Office Practice, and Jordan Sprechman, Head of U.S. Wealth Advisory, join us from J.P. Morgan Private Bank to discuss timely estate planning considerations and what thoughtful planners may want to do before Election Day 2024.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.
You may contact the Events Team with any questions at events@familyoffice.com
Field of Study: Taxes - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Agenda
10:00 am CT |
Webcast Begins |
Presentation: Estate Planning Nuances During an Election Year |
|
11:00 am CT |
Webcast Adjourns |
Speaker(s)
Presenters
William C. Sinclair
Head of Family Office Practice
J.P. Morgan Private Bank
Jordan Sprechman
Head of U.S. Wealth Advisory
J.P. Morgan Private Bank