Events

While there are stringent rules governing private foundations, forming and operating a private foundation need not be complex or dangerous. Understanding the rules applicable to private foundations will minimize the risk of noncompliance and help ensure operating the foundation remains a fulfilling endeavor. This presentation will discuss the most common mistakes private foundations make. Stepping […]

Presented by: Michael Offenheiser Offering 1.0 hour of CLE and CPE credit Join us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics. This presentation will explore how foundational estate planning—covering essentials like powers of attorney, health care directives, wills, and living trusts—becomes […]

We invite you to Save the Date! More information to come. RSVP here.    Presented by: Heather A. Lachenauer, J.D., M.A. Moderated by: John C. Peiffer II, J.D., A.M.   Event Timeline:  12:00 pm - 1:00 pm Presentation 1:00 pm - 1:15 pm Optional Q&A