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

Jersey / Speaking Engagements / March 11, 2021

Mourant Jersey Trusts Forum

Guernsey / Speaking Engagements / March 9, 2021

Mourant Guernsey Trusts Forum

Webinar / Speaking Engagements / November 19, 2020

Recent Developments in US and China Cross-Border Matters

Webinar / McDermott Event / November 18, 2020

International Tax Transparency Update