IN-PERSON

2018 West Coast Private Client Forum - San Francisco

San Francisco, California

November 8, 2018

Event details

November 8, 2018

Venue
Omni San Francisco Hotel
500 California Street
San Francisco, CA 94104

This event is in the past. See recordings and other materials from this event below.

McDermott Will & Emery’s 2018 Private Client Forum will be held in San Francisco on November 8. At the complimentary program, our panel of seasoned speakers will lead discussions on a wide range of topics relevant to ultra-high net worth families and their advisers.

Presentations include:

  • Checkered News for Charitable Giving: Recent Developments
  • Avoiding the Penalty Box: Tax Opinions and Other Defenses
  • Approaching the Checkered Flag: Deathbed Planning for the Final Lap of Life
  • In Comp We Trust: Recent Trends in Family Office Structuring and Compensation
  • Getting Lucky with Prop. 13: Unraveling California’s Property Tax Regime

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.