43rd Notre Dame Tax & Estate Planning Institute - McDermott Will & Emery

Forty-Third Notre Dame Tax and Estate Planning Institute

Overview


Nicole K. Mann, Jane Zhao and Jared R. Cloud will present “Silent Trusts: Balancing Competing Interests and Implementing the Settlor’s Intentions” at the 43rd Notre Dame Tax and Estate Planning Institute.

Topics will include:

  • Succession Planning for the Family Business with Active and Passive Children as Co-Owners
  • Momma Always Liked You Best: Mediation as an Alternative for Estate and Trust Disputes
  • Pre-Sale Due Diligence: Getting Your Business Ready to Sell
  • How Courts Unravel Asset Protection Trust Strategies and Protecting Your Trust
  • Win, Win Strategies for Donor-Centric Charitable Giving
  • Aggressive Tax Planning and the Ethical Advisor: Beyond Zealous Advocacy and What to do When the Referral Proposes Questionable Structures

Dig Deeper

Webinar / Speaking Engagements / May 14, 2025

Planning Techniques for Large Estates 2025

Las Vegas, Nevada / Speaking Engagements / April 22 - 24, 2025

Nevada Tax & Trust Conference 2025

New York, NY / Speaking Engagements / April 22, 2025

STEP New York: Global Citizenship: Opportunities, Considerations & Trends

Webinar / McDermott Webinar / April 16, 2025

Family Office Tax Webinar: The Family Office Rule Decoded

Washington, DC / Speaking Engagements / March 26 – 27, 2025

ERIC 2025 Spring Policy Conference

Tucson, AZ / Speaking Engagements / March 23 – 26, 2025

UPPO 2025 Annual Conference