Webinar - 2018 Estate Planning Update

Overview

Wednesday, Feb 07, 2018 - 04:00am
Wednesday, Feb 07, 2018 - 05:00am

As major tax changes to the U.S. tax code start to take form, our always-popular Annual Estate Planning Update webinar couldn't be more timely. Tom Abendroth of Schiff Hardin and Jeff Saccacio of PwC will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 52nd Annual Heckerling Institute on Estate Planning. Key legislative, regulatory and case law impacting family offices will be discussed, including: the new partnership centralized audit rules, closely-held business planning, international planning, planning with trusts, financial assets, charitable giving, elder law, litigation, and fundamentals.

Recommended For
Family office executives, family members, and advisors
[[{"fid":"28341","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false},"type":"media","field_deltas":{"1":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"1"}}]]Thomas W. Abendroth, Partner, Practice Group Leader, Private Clients, Trusts and Estates, Schiff Hardin LLP

Tom Abendroth is a partner in the Chicago law firm of Schiff Hardin LLP and practice group leader of the firm's Private Clients, Trusts and Estates Group. He concentrates his practice in the fields of estate planning, federal taxation, and business succession planning. Tom is a 1984 graduate of Northwestern University School of Law, and received his undergraduate degree from Ripon College, where he currently serves on the Board of Trustees. He has co-authored a two-volume treatise entitled Illinois Estate Planning, Will Drafting and Estate Administration, and a chapter on sophisticated value-shifting techniques in the book, Estate and Personal Financial Planning.  He is co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH 2001). Tom has contributed numerous articles to industry publications, and previously served on the Editorial Advisory Board for ABA Trusts & Investments Magazine. He is a member of Duke University Estate Planning Council.  Tom is a frequent speaker on tax and estate planning topics at banks and professional organizations. In addition, he is a co-presenter of a monthly teleconference series on estate planning issues presented by the American Bankers Association.  Tom has taught at the American Bankers Association National Graduate Trust School since 1990. He is a Fellow of the American College of Trust and Estate Counsel.

[[{"fid":"28346","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false}},"attributes":{"style":"margin: 5px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Jeff Saccacio, Personal Financial Services Tax Partner, PwC

Jeff Saccacio is a partner in charge of PwC's Personal Financial Services practice within the Private Company Services group in the Southern California, Arizona and Nevada markets.

Jeff brings over 30 years of experience to PwC from the financial services industry where he served as managing director and head of Wealth Planning for Deutsche Bank Private Wealth Management for the Western United States. Before joining Deutsche Bank, he served as a managing director and senior wealth strategist providing services for The Citigroup Private Bank and Trust Company for the West Coast, Pacific Northwest and Manhattan offices.

Specializing in planning for high-net worth individuals, entrepreneurs, and closely held businesses, Jeff has extensive experience in estate and trust planning and is widely published and quoted in financial journals. He is a frequent conference speaker, and also hosted a popular financial and tax planning radio show, "Talkin' $ with Jeff Saccacio," for over 8 years in Los Angeles. Jeff has been named one of the "Best Financial Advisors" in the country by Worth Magazine for over 10 years.

Jeff holds a BBA in accounting from the University of Notre Dame and a Chartered Financial Consultant (ChFC) designation from the American College.