New York City Bar Association Mortimer H. Hess Memorial Lecture 2023 - McDermott Will & Emery

New York City Bar Association Mortimer H. Hess Memorial Lecture 2023


On July 10, 2023, Todd Angkatavanich presented the Mortimer H. Hess Memorial Lecture sponsored by the New York City Bar Association Estate & Gift Taxation Committee. Todd’s lecture, “Don’t Forget to Read the Owner’s Manual (and the Fine Print!) for Your Sophisticated Estate Planning Vehicle”, discussed complications that can arise as a result of the failure to properly operate popular estate planning vehicles, including Family Limited Partnerships, GRATs, Sales to Defective Grantor Trusts, Preferred Partnerships, Buy-Sell Agreements and Carried Interest Transfer structures. Todd also discussed best practices in connection with these estate planning vehicles and provided tips to avoid potential difficulties.

Watch the lecture here.

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