2017 West Coast Private Client Forum – Silicon Valley

Overview


McDermott Will & Emery invites you to 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.

Dig Deeper

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

2020 NYSBA Annual Meeting

Asheville, North Caroline / Speaking Engagements / June, 2020

ACTEC 2020 Stand Alone CLE

Washington, DC / Speaking Engagements / January 23, 2020

US Estate Planning & Taxation

Orlando, Florida / Speaking Engagements / January 16. 2020

Heckerling Annual Estate Planning Seminar

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

STEP Cayman Conference 2020

Toronto, Canada / Speaking Engagements / June 12, 2020

STEP Canada National Conference 2020