2020 Estate Planning Update


FOX’s annual estate planning review webinar 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 were reviewed.

Date Published: Wednesday, February 12, 2020


  • Tom Abendroth - Partner, Practice Group Leader, Private Clients, Trusts and Estates, Schiff Hardin, LLP
  • Patricia Quintana‐Perron - CPA, CHBC, Partner, Regional Tax Leader ‐ Private Client Services, BKD, LLP

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