FOX Webcast: 2021 Estate Planning Update - May 19, 2021

Overview

Wednesday, May 19, 2021 - 10:00am to 11:00am CDT

 

Please join us on Wednesday, May 19, from 10:00 am to 11:00 am CT, for a live webcast titled '2021 Estate Planning Update' with FOX members and subject matter experts. 

FOX’s annual estate planning webcast will lead participants through a thoughtful discussion of some of the most important topics and developments that were covered at the 55th Annual Heckerling Institute on Estate Planning. Key legislative, regulatory, and case law updates impacting ultra-high net worth families and their family offices will be covered.

By the end of this webcast, attendees will be able to

• Describe the most important developments that will impact family offices and ultra-high net worth families in tax and estate planning in 2021


Please click on the Register button below to sign up for this webcast.

You may contact the Events Team with any questions at events@familyoffice.com

 

Field of Study: Taxes - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

 

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office at: 312.327.1200.

  • Agenda
  • Speaker(s)
10:00 am CT Webcast Begins
   
 

Presentation: 2021 Estate Planning Update

   
11:00 am CT Webcast Adjourns

 

 

Presenters 

Thomas W. Abendroth
Partner, Schiff Hardin LLP

Thomas W. Abendorth is a partner in the Chicago law firm of Schiff Hardin LLP and practice group leader of the firm's Private Clients, Trusts and Estates Group.  He concentrates his practice in the fields of estate planning, federal taxation, and business succession planning.  Tom is a 1984 graduate of Northwestern University School of Law, and received his undergraduate degree from Ripon College, where he currently serves on the Board of Trustees.  He has co-authored a two-volume treatise entitled Illinois Estate Planning, Will Drafting and Estate Administration, and a chapter on sophisticated value-shifting techniques in the book, Estate and Personal Financial Planning. He was co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH 2001).  Tom has contributed numerous articles to industry publications.  He is a member of Duke University Estate Planning Council.  Tom is a frequent speaker on tax and estate planning topics at banks and professional organizations.  In addition, he is a co-presenter of a monthly teleconference series on estate planning issues presented by the American Bankers Association.  Tom has taught at the American Bankers Association National Graduate Trust School since 1990.  He is a Fellow of the American College of Trust and Estate Counsel.


Jamie Klosterman Sanders
CPA, MST Tax Partner
Private Client Services, RSM US LLP

Jamie’s primary expertise includes income tax, estate tax and personal financial tax planning. She works extensively with high-net-worth families, trustees, business owners, and charitable organizations to structure and coordinate transactions around family wealth preservation, wealth transfers, charitable transfers, asset protection, and closely held enterprises’ business matters, along with the tax compliance for multigenerational families and closely held businesses. She started her career with RSM in Chicago, Illinois, and moved to the Houston, Texas, office of RSM in 2012.


FOX Presenters

Scott Winget
Market Leader, Enterprise Families

Scott Winget is the market leader for Enterprise Families at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.