2017 West Coast Private Client Forum – San Francisco

Overview


McDermott Will & Emery invites you to choose from one of our half-day private client forums to be held in San Francisco (November 2), and Silicon Valley (November 3). At each complimentary program, our panel of seasoned speakers will lead discussions on a broad range of topics relevant to ultra-high net worth families and their advisers.

Presentations will include:

  • Carrots & Sticks: Uses & Risks of Incentive Trusts
  • No Good Deed Goes Unpunished: Foundations & Family-Controlled Investments
  • Minding Your P’s & Q’s: QSBS Quibbles & Queries
  • The ABCs of PTCs: Best Practices from Origin to Operation
  • Privity & Privacy: Protection from Insiders & Hackers

View the Complete Agenda Here

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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