May 15, 2020 - 11:15 AM - 12:15 PM ET

ABA RPTE Annual National CLE Conference

The Big Easy: Techniques for Overcoming Transfer Obstacles and Finding Innovative Ways to Plan With Traditionally Undesirable Assets

This event has already occurred.

Venable counsel Emily Plocki will present at the ABA RPTE National CLE Meeting on May 15, 2020. As clients' balance sheets become increasingly complex so does the estate planner's job in navigating the obstacles to transfer assets and to come up with inventive ways to plan with assets traditionally thought of as undesirable for planning. In this program, panelists will transport you to the "Big Easy" to solve for these issues by:

  • Discussing key tax and non-tax considerations when assisting clients who own one or more assets outside of the United States and the type of estate planning structure that may need to be considered; and
  • Exploring innovative transactions, such as private derivative contracts, to do planning with assets that may non-transferable or undesirable when considering normal tried-and-true strategies