EST2204P. Essentials of the Family Office for the Estate Planner

This session will provide an overview of the purpose and benefits of a family office while exploring service and design considerations for the creation of the family office. The session will also explore the changing landscape for family office structures in the wake of recent court cases.

Learning Objectives:

• Identify design considerations and benefits of structuring a family office.
• Recognize the changing landscape for family offices in the wake of recent legislative changes and court cases.