Tax, Trust, and Estate Planning Update: Strategies for Multigenerational Wealth Preservation | 2025 FOX Family Office and Wealth Advisor Forum
Overview
Staying ahead of evolving tax laws and estate planning strategies is essential for preserving family wealth across generations. This session will provide the latest updates on tax regulations, trust structures, and estate planning considerations that impact family offices and wealth advisors. Experts will share insights on how recent legislative changes may influence planning strategies, along with best practices for optimizing tax efficiency, ensuring asset protection, and facilitating smooth generational transitions.
Barbara Grayson, Partner, Private Wealth, Willkie, Farr & Gallagher, LLP
Kim Kamin, Chief Wealth Strategist, Gresham Partners, LLC