Description
Session 2: Grantor Trust Issues
Session 3: Letter of Wishes
Advising high and ultra-high-net-worth clients requires more than just expertise—it demands advanced strategies tailored to safeguard their wealth, both in life and in death. Planning Techniques for Large Estates is the ultimate source of CLE for attorneys working with large estates, family offices, and ultra-wealthy clients, whether in private practice or in-house roles.
Don’t miss the most valuable opportunity in 2025 to get the tools you need to advise your clients on the latest wealth planning and tax strategies. This year’s conference offers cutting-edge insights on possible policy changes under the new presidential administration and Congress—ensuring you’re prepared to navigate their impact on your clients and their estates.
Are you fully equipped to protect your clients’ assets, minimize estate taxes, and avoid disputes among heirs?
Updated yearly to meet the demands of for attorneys who work with large estates, family offices, and ultra-high net worth clients, whether in practice or in house, this premier program designed to address the complexities of wealth transfer, tax minimization, and family office integration.
Our program chairs, Michael Gordon and Kim Kamin, have put together a curriculum that offers insights and actionable strategies to help you craft estate plans that safeguard and grow wealth across generations. Elevate your expertise—don’t miss this essential event for attorneys serving affluent clients.
This year’s topics cover:
- Emerging Trends in Family Offices: Strategies for modern governance and wealth management
- Navigating Grantor Trust Issues: Key considerations and compliance updates
- Crafting Effective Letters of Wishes: Communicating client intentions clearly and effectively
- Modifying GST-Exempt Trusts: Advanced techniques for adapting to changing circumstances
- Professional Investor Principals: Best practices for managing investments within estate plans
- Ethical Challenges in Wealth 3.0: Addressing evolving responsibilities for today’s estate planning lawyers
This program is designed for advanced trust and estate practitioners, as well as other experienced professionals who advise and handle large and complex estates.