Fourth Annual Family Office Management
Mastering Tax & Estate Planning Summit
Optional addition to Family Office Management Conference • Monday, January 29, 2007
Mastering Tax & Estate Planning Summit
Ensuring Successful Wealth Transfer
Note that all sessions will include a Q&A at their conclusion, in addition to a general Q&A period at the end of the day
| 8:00 | Morning Registration and Coffee |
| 8:30 |
Introduction: What's on the Legal Minds of Family Offices for 2007 Summit Chair: Tom Handler, Principal, HANDLER, THAYER & DUGGAN |
| 8:40 |
Exposing The Psychological Dilemma of Zero Tax Strategies Mark J. Blumenthal, Partner, BLACKMAN KALLICK |
| 9:35 |
Asset Protection Strategies: Creating a Blueprint for Wealth Protection Tom Handler, Principal, HANDLER, THAYER & DUGGAN |
| 10:35 | Networking and Refreshment Break |
| 10:55 |
Integrating Tax, Estate and Investment Strategies Across the Family Doug Rogers, CTC CONSULTING Rhona Vogel, VOGEL CONSULTING |
| 12:00 | Luncheon for Summit Attendees and Speakers |
| 1:30 |
The Foundation of High-end Advanced Wealth Planning: Structure and Valuation of Family Limited Partnerships/ Family Limited Liability Entities Milford B. Hatcher, Jr., JONES DAY |
| 2:25 |
Philanthropic Solutions for Passing on Wealth Eileen R. Heisman, President & CEO, NATIONAL PHILANTHROPIC TRUST |
| 3:20 | Networking and Refreshment Break |
| 3:40 |
Tax & Wealth Transfer Strategies for Operating Businesses and their Families Michael S. Jackson, Senior Manager, Tax Services, SMART ACCOUNTING AND CONSULTING Randi Jowers, Tax Manager, SMART ACCOUNTING AND CONSULTING |
| 4:35 |
International Trust & Tax Planning: Opportunities for US Families Across the Globe Robert Colvin, ROBERT D. COLVIN & ASSOCIATES |
| 5:30 |
Tax & Estate Question and Answer Session All speakers will be on-hand to address delegates' specific issues |
| 5:50 |
Conclusion of Day |
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