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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: P9004-21E1-13X
$80.00 or 1.00 credits
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Faculty: 

David M. Allen, Katten Muchin Rosenman LLP, Chicago

David C. Blickenstaff, Schiff Hardin LLP, Chicago 

Originally presented as part of the 64th Annual Estate Planning Short Course 2021

Expires: 7/1/2024

Faculty: 

David M. Allen, Katten Muchin Rosenman LLP, Chicago

David C. Blickenstaff, Schiff Hardin LLP, Chicago 

Originally presented as part of the 64th Annual Estate Planning Short Course 2021

Expires: 7/1/2024

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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