Forty-Third Notre Dame Tax and Estate Planning Institute

Overview


Nicole K. Mann, Jane Zhao and Jared R. Cloud will present “Silent Trusts: Balancing Competing Interests and Implementing the Settlor’s Intentions” at the 43rd Notre Dame Tax and Estate Planning Institute.

Topics will include:

  • Succession Planning for the Family Business with Active and Passive Children as Co-Owners
  • Momma Always Liked You Best: Mediation as an Alternative for Estate and Trust Disputes
  • Pre-Sale Due Diligence: Getting Your Business Ready to Sell
  • How Courts Unravel Asset Protection Trust Strategies and Protecting Your Trust
  • Win, Win Strategies for Donor-Centric Charitable Giving
  • Aggressive Tax Planning and the Ethical Advisor: Beyond Zealous Advocacy and What to do When the Referral Proposes Questionable Structures

Dig Deeper

New York, NY / Speaking Engagements / January 27-31, 2020

2020 NYSBA Annual Meeting

Grand Cayman / Speaking Engagements / January 23-24, 2020

STEP Cayman Conference 2020

Toronto, Canada / Speaking Engagements / June 12, 2020

STEP Canada National Conference 2020

Munich, Germany / McDermott Event / November 28, 2019

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New York, NY / McDermott Event / November 21, 2019

2019 Private Client East Coast Forum - New York