9th Annual Institute on Tax, Estate Planning and the World Economy - 3-4 February 2020

Conference focus:

• Hot topics - 2020 Estate, Gift and GST updates
• Tax planning strategies for irrevocable trusts
• Transfer strategies for unusual and hard-to-value assets
• Addressing the uncertainty of Social Security's future viability
• Considerations in the domestication of foreign trusts
• Selecting the appropriate trustee to match your grantors' needs and values
• How tax reform has changed planning with life insurance assets
• Income tax traps inherent in sub-trust funding
• Planning for the transfer or sale of diversified real estate assets
• Settling estates with complex family partnership assets
• How changing family structures and generational attributes will change estate planning