Katten will present its 2025 Private Wealth and Fiduciary Seminar – New York at 8:00 a.m. on Wednesday, September 10. The full-day CLE program, "Beyond the Will: Current Trends in Wealth Planning, Litigation and Administration," will explore today’s most pressing developments in private wealth planning. This exclusive event will bring together leading practitioners and advisors to share insights on evolving strategies, structures and legal considerations impacting high-net-worth individuals and families.

Topics will include:

  • Private Client Structuring for Foreign-Owned US Real Estate
  • Philanthropic Planning: Hot Topics and Trends for Families, Family Offices and Foundations
  • Where There's a Will, There's a Melee: Recent Trends in Trusts, Estates and Intrafamily Litigation
  • Saying "I Do" With Your Heart and "I Don't" With Your Assets: Estate Planning in Matrimonial Matters
  • The Ties That Bind — The Benefits of Using Private Trust Companies for Directed Trusts
  • Past, Present and Future — Highlights Affecting Planning Considerations
  • Estate Administration and Estate Tax Audit War Stories — Continued

View the program agenda.

To learn more, contact Jenny Delatorre.

Event Location

Katten
50 Rockefeller Plaza
New York, New York