High-Net-Worth Estate Planning: Staying Ahead of Changes
Trusts and estates practice for high-net-worth clients has undergone significant changes recently. The passage of OBBBA tax reform and recent court rulings have created new opportunities and compliance challenges for large and complex estates. Major planning priorities and tools have now been replaced with new goals, requiring new skills and planning instruments. This legal update offers you a practical overview of what still works and how to fix or replace that which doesn't. Update your estate planning tools: register today!
- Analyze and develop new opportunities created by the passage of the OBBBA.
- Learn what adjustments need to be made for high-net-worth clients and their estates.
- Weigh all your options when modifying existing trusts and build in flexibility for the future.
- Explore critical legal updates affecting clients with significant business interests.
High-Net-Worth Estate Planning: Staying Ahead of Changes
Trusts and estates practice for high-net-worth clients has undergone significant changes recently. The passage of OBBBA tax reform and recent court rulings have created new opportunities and compliance challenges for large and complex estates. Major planning priorities and tools have now been replaced with new goals, requiring new skills and planning instruments. This legal update offers you a practical overview of what still works and how to fix or replace that which doesn't. Update your estate planning tools: register today!
- Analyze and develop new opportunities created by the passage of the OBBBA.
- Learn what adjustments need to be made for high-net-worth clients and their estates.
- Weigh all your options when modifying existing trusts and build in flexibility for the future.
- Explore critical legal updates affecting clients with significant business interests.
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Description
Trusts and estates practice for high-net-worth clients has undergone significant changes recently. The passage of OBBBA tax reform and recent court rulings have created new opportunities and compliance challenges for large and complex estates. Major planning priorities and tools have now been replaced with new goals, requiring new skills and planning instruments. This legal update offers you a practical overview of what still works and how to fix or replace that which doesn't. Update your estate planning tools: register today!
- Analyze and develop new opportunities created by the passage of the OBBBA.
- Learn what adjustments need to be made for high-net-worth clients and their estates.
- Weigh all your options when modifying existing trusts and build in flexibility for the future.
- Explore critical legal updates affecting clients with significant business interests.
