2017 Estate Planning Update


FOX’s annual estate planning review session for 2017 featured Tom Abendroth of Schiff Hardin and Susan Gell Meyers of Warner, Norcross & Judd. They led FOX participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 51st Annual Heckerling Institute on Estate Planning. Key legislative, regulatory and case law impacting family offices were discussed, including: the potential impact of the 2016 election; an update on IRC Sec. 2704; IRS litigation updates; interplay between income and wealth transfer taxation; developments with advanced lifetime planning transfers; fiduciary tax and administration; charitable giving and impact investing; international planning; elder law; digital assets;  asset protection; and the overall increased focus on income tax planning.

Date Published: Wednesday, February 1, 2017

This webinar recording is available to FOX members and is available for purchase by FOX Public Network Guests.