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.

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