2018 West Coast Private Client Forum - San Francisco | McDermott

2018 West Coast Private Client Forum – San Francisco

Overview


McDermott Will & Emery’s 2018 Private Client Forum will be held in San Francisco on November 8. At the complimentary program, our panel of seasoned speakers will lead discussions on a wide range of topics relevant to ultra-high net worth families and their advisers.

Presentations include:

  • Checkered News for Charitable Giving: Recent Developments
  • Avoiding the Penalty Box: Tax Opinions and Other Defenses
  • Approaching the Checkered Flag: Deathbed Planning for the Final Lap of Life
  • In Comp We Trust: Recent Trends in Family Office Structuring and Compensation
  • Getting Lucky with Prop. 13: Unraveling California’s Property Tax Regime

MCLE credit is pending in California, Illinois, New York and Texas. A Uniform Certificate of Attendance will be made available to participants requesting MCLE credit in all other states. CPE credit is pending in Illinois and California. A Uniform Certificate of Completion will be made available to participants requesting CPE credit in all other states.

Dig Deeper

Webinar / Speaking Engagements / June 3, 2025

Beneath the Service: Administration Beyond the Distribution Policy

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Las Vegas, Nevada / Speaking Engagements / April 22 - 24, 2025

Nevada Tax & Trust Conference 2025

New York, NY / Speaking Engagements / April 22, 2025

STEP New York: Global Citizenship: Opportunities, Considerations & Trends

Webinar / McDermott Webinar / April 16, 2025

Family Office Tax Webinar: The Family Office Rule Decoded

Washington, DC / Speaking Engagements / March 26 – 27, 2025

ERIC 2025 Spring Policy Conference

Get In Touch