Overview
McDermott’s Private Client West Coast Forum 2024 was held on October 29th in Los Angeles and October 30th in San Francisco. Tailored specifically for ultra-high-net-worth families, their family office representatives, and advisors, this series of half-day, interactive programs explored the latest developments and pressing topics impacting wealth management and estate planning.
Click on the links below to read key takeaways for each session and view the full agenda here.
- Family Offices: Evolution & Efficiencies
- IRS & FTB: Ultra High-Net-Worth Targets, Taxes & Tips
- Devil in the Details: Planning Ahead for Successful Post-Death Administration
- Don’t Be Privileged When Asserting Privilege
- Capitol Update: The (Supreme) Court, Congress & the Code