DATE & TIME OF WEBINAR:
1/28/15 11:00 am - 12:30 pm EST
James J. Steffel, a partner with the law firm of Warner Norcross & Judd LLP, will present a webinar on estate planning for family offices on Wednesday, Jan. 28.
The webinar will focus on significant legislative, regulatory and case law developments in family office estate planning. Family Office Exchange, the world’s largest peer-to-peer network for ultra-wealthy families and their family offices and the leading authority on matters related to legacy wealth management, is hosting the event.
Topics will include:
- Trust flexibility
- Portability
- IRS litigation updates
- Family business rivalries
- Digital assets
- Adequate disclosure
- Fiduciary liability
- Asset protection
- Charitable planning
- Family governance
The webinar is recommended for family office executives, staff and advisors as well as family members.
Steffel concentrates his practice on family offices, estate planning and administration, closely held business entities, strategic legacy and succession planning and related taxation, transactions and litigation.
Webinar participation is provided at no cost for members and guests of FOX. This webinar offers one hour of continuing professional education, or CPE, credit. CPE eligibility is subject to state requirements.
About Warner
By providing discerning and proactive legal advice, Warner Norcross + Judd LLP builds a better partnership with our clients. One of Michigan’s largest law firms, we’re focused on providing the best legal solutions and exceptional client service to organizations throughout the world. Connect with us on wnj.com, LinkedIn, Twitter or Facebook.
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