Webinar - 2020 Estate Planning Update

Overview

Wednesday, Feb 12, 2020 - 04:00am
Wednesday, Feb 12, 2020 - 05:00am

FOX’s annual estate planning review webinar will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 54th 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 reviewed.

***Attendees of this webinar are eligible to receive one hour of CPE credit upon completion of participation requirements.***

    Tom Abendroth, Partner, Practice Group Leader, Private Clients, Trusts & 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. 

    Tom 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 the 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. He has taught at the American Bankers Association National Graduate Trust School since 1990. Tom is a Fellow of the American College of Trust and Estate Counsel.  

    [[{"fid":"55491","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,"external_url":""},"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,"external_url":""}},"attributes":{"style":"margin: 3px 5px; float: left;","class":"media-element file-default","data-delta":"1"}}]]Patricia Quintana‐Perron, CPA, CHBC, Partner, Regional Tax Leader ‐ Private Client Services, BKD, LLP

    Patricia focuses on the tax and consulting needs of ultra‐high‐net‐worth families and their closely held entities and helps design and implement sophisticated wealth strategies. Patricia is the South Region industry tax leader for BKD’s Private Client Services team and serves as a tax technical area specialist on estate and gift tax matters. She has been in practice for more than 28 years and currently serves clients with strategic wealth/estate planning needs.

    Patricia is a member of the American Institute of CPAs and Texas Society of Certified Public Accountants, as well as the National Society of Certified Healthcare Business Consultants, Financial Planning Association and San Antonio Estate Planners Council. She is actively involved in various community activities.

    Patricia is a 1990 graduate of Texas A&M University‐Corpus Christi with a bachelor’s degree in accounting and management and a 1994 graduate with a master’s degree in business administration with an emphasis in international studies.