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This week's Trust and Estate article is: "Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning"
(Excerpt from actual article):
"Earlier this year several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates area. The programs offered in-depth coverage of important court decisions, tax law changes and other developments in wealth planning.
In this first of two blog posts, we wish to share some of the conference’s relevant takeaways for high net worth clients and family offices on “hot topics” related to valuation issues."
You can read the article by clicking
HERE.
Last week's Trust & Estate article was: "Rich People Rush to Offload Wealth Before Estate Tax Break Drops"
You can read last week's eNewsletter by clicking HERE.
Weekly Financial Market Review:
Our business resides at the intersection of trust & estate law as well as financial data reporting.
We make it easy for our clients to stay current on financial market news by making a weekly market recap available by clicking HERE.
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