Estate Planning for Family Offices: A State of Flux
Jeffrey Eisen will be presenting on his panel titled, "Estate Planning for the Family Office Client: A State of Flux" for Pepperdine Graziadio Business School and Lido Consulting's three day program, Financial Management for the Family Office. This program will be on November 4 - 6, 2024, 8am to 5pm Pacific Time.
About this session...
This very timely session will discuss the estate planning challenges and opportunities for the Family Office client in light of the desire by many in Congress to significantly reduce estate tax savings opportunities, and the fact that the estate tax exemption will be cut in half at the end of 2025 unless Congress takes specific action to the contrary. We will cover some planning techniques which high net worth/family office clients are employing to reduce the estate tax burden.
