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EventsSPEAKING ENGAGEMENT
Orlando, Florida
January 16. 2020
January 16. 2020
Jeanette Suarez Hunter and M. Read Moore spoke at the Heckerling Annual Estate Planning Seminar, on the panel “One is the Loneliest Inclusion Ratio: Advising Beneficiaries and Trustees of GST Nonexempt Trusts.”
Jeanette Suarez Hunter advises high-net-worth individuals, families, family offices and business owners on a wide range of tax, business, succession planning and charitable-giving matters. Jeanette takes a holistic approach to helping her clients preserve their legacies and transfer wealth to future generations, while giving care to each family’s unique dynamics.
Jeanette has extensive experience working with families on ownership issues involving their privately owned business, including governance issues, succession planning, privacy protection and shareholder agreements. She also regularly counsels younger generation family members on learning to be responsible stewards of wealth.
Jeanette frequently counsels her clients on the formation and operation of family offices and private trust companies. She also has significant experience advising individual and corporate fiduciaries and trust beneficiaries in complex estate and trust administration matters.
Jeanette speaks to local and national audiences on tax and estate planning topics. Jeanette is the head of the Chicago office’s Private Client Practice Group and serves as an elected member of the Firm’s Management Committee.
M. Read Moore provides legal counsel on all aspects of estate planning, estate and trust administration, tax controversy, and privately owned business governance and succession planning. He has considerable experience in the international aspects of the private client practice, including inbound investment and wealth transfers to the United States, the US tax and legal aspects of non-US private company and wealth management structures, and US tax compliance for clients with global investments and assets.
From his base in the San Francisco Bay area, Read works with clients across the United States and around the world on innovative planning and tax and non-tax controversies for private companies, domestic and foreign trusts, and wealthy family groups. Read speaks frequently at national and international conferences and is a recognized authority on domestic and international estate planning and tax issues.
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