Webinar - 2019 Estate Planning Update
Overview
It’s been a little over a year since the 2017 Tax Act brought a multitude of changes to the tax code. As families continue to learn about the impact of the new law on their future, advisors await further guidance from the treasury department while simultaneously evaluating the challenges and opportunities presented by the changes for their clients. In this annual session, Tom Abendroth of Schiff Hardin and Don Delf of PwC will lead participants through a thorough discussion of the most important topics and developments covered at the 53rd Annual Heckerling Institute on Estate Planning.
Key legislative, regulatory and case law impacting UHNW families and their family offices will be discussed, including: the increased importance on basis planning, IRC Section 199A and the qualified business income deduction, planning with qualified small business stock, changes to the tax treatment of marriage/divorce, effective use of powers of appointment and disclaimers, and planning with the increased exemptions. Additionally, they’ll touch upon updates regarding international planning, planning with trusts, charitable giving, financial assets, as well as issues facing modern families and changing family structures.
***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.
Speaker(s)
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Thomas W. 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. Mr. Abendroth 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.
Mr. Abendroth 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). Mr. Abendroth 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.
Mr. Abendroth 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. He has taught at the American Bankers Association National Graduate Trust School since 1990. Mr. Abendroth is a Fellow of the American College of Trust and Estate Counsel.
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Donald (Don) R. Delf is the US Private Wealth Advisory Leader for PwC, responsible for managing the Private Company Services (PCS) consulting practice for ultra-high net worth families with a focus on owners of private companies and family offices.
Don has more than 30 years of experience in managing the delivery of complex integrated financial services to high net worth private business owners. His services include sophisticated financial transactions, wealth transfer planning, life insurance analysis, asset protection, cash flow planning, and financial modeling.
In addition to serving his own client base, Don oversees the training and implementation of the comprehensive client service delivery process for the PCS practice at PwC.
Prior to joining PwC, Don held various executive roles in the private wealth services space. Don was the National Practice Leader for Private Wealth Services Consulting at Grant Thornton LLP. He also had a private practice where he managed an RIA and held a variety of National Association of Securities Dealers-Financial Industry Regulatory Authority licenses. Don also served as a partner responsible for strategic client service delivery at Arthur Andersen, LLP.
Don is a BBA and MBA graduate of Western Michigan University.