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Beyond Taxes: Securities Law Considerations for the Estate Planner

Securities law is interwoven in planning for clients across the estate planning spectrum, including public company executives, entrepreneurs, fund managers, and family offices. Explore various compliance requirements and planning alternatives from the perspectives of a corporate attorney, an estate planner, and a corporate fiduciary. Learn about practical application of the securities laws, emphasizing situations that repeatedly arise in the context of estate planning and trust administration, including: accredited investors and qualified purchasers; special provisions applicable to trusts and closely held entities; information disclosure requirements and anti-fraud provisions; and registration requirements and relevant exemptions.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E1-14
$80.00 or 1.00 credits
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Faculty: 

Henry L. Mann,Schiff Hardin LLP, Chicago

Benetta Y. Park, J.P. Morgan Private Bank, Chicago

Christine R.W. Quigley,Schiff Hardin LLP, Chicago    

Expires: 9/30/2023

Faculty: 

Henry L. Mann,Schiff Hardin LLP, Chicago

Benetta Y. Park, J.P. Morgan Private Bank, Chicago

Christine R.W. Quigley,Schiff Hardin LLP, Chicago    

Expires: 9/30/2023

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
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