Estate Planning for the Family Office Client—A State of Flux
Jeffrey Eisen will be speaking on the panel, "Estate Planning for the Family Office Client—A State of Flux" for Pepperdine Graziadio Business School at its three day online course, Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions. This course will be on November 1 - 3, 8am to 5pm PT. This program is a part of Certificate in Financial Management for the Family Office, which is presented in partnership with Lido Consulting, Inc.
Estate Planning for the Family Office Client—A State of Flux
This session will discuss the estate planning challenges and opportunities for the Family Office client in light of the current proposed legislation, which very well may be enacted legislation by the time the Program convenes. We will cover some of the techniques which may be limited by the proposed legislation as well as techniques which remain available to reduce the estate tax burden. There will be time for questions and an interactive discussion as well.
Early bird registration ends October 1, 2021. Discounts available for previous Executive Education participants, and Pepperdine students, alumni and staff.