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In this 2011 FOX Fall Forum session, the president and CEO of the Policy and Taxation Group discusses the latest legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealth owners. In the 2010 Tax Act, wealth owners won significant estate tax relief for two years with a 35% estate tax rate, a $5 million exempti...

In this 2011 FOX Financial Executives Forum presentation, the president and CEO of the Policy and Taxation Group discusses up-to-the-minute legislative developments as well as the group’s ongoing lobbying efforts on behalf of wealthy owners. In the 2010 Tax Act, wealth owners won significant estate tax relief for two years with a 35% estate ta...

Wealth owners have an 18-month window of opportunity to capitalize on gift, estate, and generation-skipping tax provisions of the 2010 Tax Act. In this session at the 2011 FOX Financial Executives Forum, a noted trusts and estates attorney recommends what to do now. From now until the end of 2012, couples have an opportunity to seize on a gift...

Many individuals are wondering whether the IRS intends to use its new audit unit to develop tax enforcement cases. A former high-ranking executive with the IRS provides answers in this 2011 FOX Financial Executives Forum presentation.The IRS has created a new enforcement unit and hired nearly 3,000 examiners specifically to audit wealthy taxpa...

This presentation given at the workshop, "The Evolution of the Small Family Office: Models for Sustainability," covers popular trust structures that promote family involvement, education and succession, and important family considerations and provisions relating to trusts. It also reviews ways to preserve investment management flexibility for a fam...

A highly regarded tax and estate planning attorney, Mr. Abendroth reviews how the 2010 estate tax repeal has affected planning for wealth-owning families and examines other anticipated tax and estate law changes on the horizon. In this 2010 FOX Financial Executives Forum session he evaluates different tax planning strategies and highlights the uniq...

How do you know you are selecting the trustee that is best for your individual needs? What responsibilities does the beneficiary have? This 2009 FOX Fall Forum presentation outlines what it means to be an effective trustee and beneficiary, decision criteria for trustee selection, and the process and framework trustees and beneficiaries can emp...

As discussed in this 2009 FOX Financial Executives Forum presentation, next generation client demographics are different from their predecessors and estate planning must reflect new attitudes about wealth, the role of women, family, education, work, retirement and inheritance. The challenge is to adapt planning for the next generation to best accom...

This 2009 Financial Executives Forum presentation will focus on the latest developments in the tax law, including legislative proposals in Congress, and the implications for families of wealth and the single-family and multifamily offices that serve them. The session will also discuss a number of tax planning strategies that may be useful in the cu...