Katten will present its 2025 Private Wealth and Fiduciary Seminar – Chicago at 8:00 a.m. on Thursday, October 30. The full-day CLE program, "Timeless Planning & Administration Considerations in Any Exemption Environment," will explore today's latest developments in wealth transfer, estate and tax planning, and estate administration. This exclusive event will bring together leading practitioners and advisors to share insights on evolving strategies, structures and legal considerations impacting high-net-worth families, business owners and family offices.
Topics will include:
- Recent Developments/New Tax Law
- Running the Family Meeting
- Green Means "Go"
- Probate Potpourri
- Pressing the "Do Over" Button: Strategies for Modifying Wills and Trusts After Formation
- Practical Applications of Artificial Intelligence in Estate Planning
- Business Income Tax Planning in Light of the Big Beautiful Bill
- What I Know Now That I Wish I Knew Then – Adventures in Single Family Office Startups
- Arc of Estate Planning for the Family Business Owners
To learn more, contact Jenny Delatorre.