Past Event

Family Office 101, Part 5

Hot Topics in Estate Planning for High Net Worth Individuals and Family Offices

  • Date & Time
  • Location

    New York, Hybrid

  • Event Type
    Conference
  • Add to Calendar Disabled

The next Family Office University event will be hosted in person in our New York offices (with a reception to follow) and will also be available for web viewing on June 18.

Tom Abendroth, Christine Quigley, and Kevin Matz will present on “Hot Topics in Estate Planning for High Net Worth Individuals and Family Offices.” 

Among the topics that Tom, Christine and Kevin will address are:

  • Planning for the sunset on December 31, 2025 of the temporarily doubled federal estate, gift and generation-skipping transfer tax exemptions
  • The impact of recent IRS guidance concerning modifications to an irrevocable grantor trust on beneficiary consent to add a tax reimbursement clause
  • The US Supreme Court’s June 6th decision in Connelly v. United States concerning the estate tax consequences of using life insurance to fund a corporate redemption of the decedent’s ownership interest in a closely-held entity
  • Corporate Transparency Act updates and developments
  • Social welfare philanthropy with Section 501(c)(4) organizations
  • The latest developments concerning required minimum distributions from qualified retirement plans and IRAs

Click here to view the event recording.

Take a look back at the recordings from past events here.

 

Contacts

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