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Here Are the 21 People to Know When Starting a Family Office

Here Are the 21 People to Know When Starting a Family Office
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A Discussion With Trusts & Estates Editorial Advisory Board Members


Tuesday, June 15, 2021 | 2:00 PM Eastern Daylight Time
Join us as four members of the T&E Editorial Advisory Board discuss trending topics that are top of  mind with estate planners: 
Pending Bills on Estate and Wealth Tax
From Bernie Sanders’ “For the 99.5% Act,” to Elizabeth Warren’s Ultra-Millionaire Tax Act, there are bills pending in Congress that have a direct effect on estate planning. James Dougherty will give an overview of the pending bills and what they mean for high-net-worth clients. 
Trusts and Millennials
Millennials are projected to number 73 million, overtaking Baby Boomers as the largest adult segment of the U.S. population. But many existing trusts may not be drafted to best accommodate Millennial beneficiaries and their desires. Al W. King III will discuss how to reform/modify or decant these trusts so that their administrative aspects are properly coordinated with not only the desires of the grantor and grantor’s spouse b ....

South Dakota , United States , Robert Sharpe , Todd Angkatavanich , Bernie Sander , James Dougherty , Robertf Sharpe Jr , Jamesi Dougherty , Alw King , Withers Bergman , Founder Co , Ernst Young , Sharpe Group , Dakota Trust Company , Elizabeth Warren , Ultra Millionaire Tax Act , Baby Boomers , Brief Guide , Special Purpose Acquisition Companies , தெற்கு டகோட்டா , ஒன்றுபட்டது மாநிலங்களில் , ராபர்ட் கூர்மையான , பெர்னி சாண்டர் , ஜேம்ஸ் தௌஊகெர்த்தி , லவ் கிங் , வாடிவிடும் பெர்க்மேன் ,