Search

Intersection of Alternative Investments & Estate Planning: Taxation, Planning and Fiduciary Risk Issues

There are good reasons to hold alternative investments in trust and other estate planning vehicles, but these assets can be complicated, and they present special risks for fiduciaries and beneficiaries alike. Understand the characteristics of alternatives, the risks associated with them, and how the risks can be addressed in the estate planning process and in trust and estate administration.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-21E1-13
$80.00 or 1.00 credits
decrease increase
Share

Faculty: 

David M. Allen, Katten Muchin Rosenman LLP, Chicago

David C. Blickenstaff, Schiff Hardin LLP, Chicago 

Expires: 9/30/2023

Faculty: 

David M. Allen, Katten Muchin Rosenman LLP, Chicago

David C. Blickenstaff, 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
Customers who bought this item also bought

Can Trusts be Creditor-Proof?

P9004-21E1-12
Learn what you need to know about creditor rights and spendthrift trusts under Article Five of the Illinois Trust Code, and drafting and administering trusts for creditor protection.
$80.00

The SECURE Act and other Recent Developments in Estate Planning for Retirement Assets

P9004-21E1-09
The SECURE (“Setting Every Community Up for Retirement Enhancement” or “Sending Everyone Cowering Under Reduced Expectations”) Act brought a sea change in estate planning for retirement benefits. Understand the latest developments with respect to retirement assets and other recent happenings in this area.
$80.00

Promissory Notes – Everybody is Doing Them, But are They Doing Them Correctly? Opportunities to Maximize Related Planning Benefits and Minimize Corresponding Risks

P9004-21E1-15
Learn about the opportunities loans may provide in the current environment as well as how to mitigate certain risks when making such loans.
$80.00
Filters
Sort
display