43rd Annual UCLA/CEB Estate Planning Institute | McDermott

43rd Annual UCLA/CEB Estate Planning Institute

Overview


The Estate Planning Institute holds its annual event, live streamed to participants, and comprising a number of in-depth panels exploring key trends and developments.

Bobbi J. Bierhals will co-host a panel focusing on Family Offices and Trust Companies.

Carlyn S. McCaffrey and Nicole M. Pearl will host a session focusing on Planning in a Low Interest Rate Environment.

To learn more and to register, please click here.

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

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