Katten will present its 2026 Private Wealth and Fiduciary Seminar in Chicago, “The Great Wealth Transfer: Planning for Today, Tomorrow and the Generations to Follow,” beginning at 9:00 a.m. (CT) on Wednesday, October 28, opened by Private Wealth Partner Adam Damerow. It will feature insightful panels led by Katten's Private Wealth, Transactional Tax Planning and Family Offices attorneys, along with other leading industry speakers. Private Wealth Partner and Global Chair Joshua S. Rubenstein will deliver the keynote address, “Using Taxes to Settle Trust and Estate Disputes.”
The seminar will cover timely topics, including recent developments and new tax law affecting trusts and estates, family office governance and succession, cross-border planning for mobile clients, and post-death planning opportunities in estate and trust administration. Additionally, it will address testamentary charitable trusts, business tax planning for transactions and liquidity events, estate planning before, during and after marriage, and transitioning the family business.
Designed as a dialogue with leading practitioners and advisors, this seminar offers a focused opportunity to explore the evolving considerations shaping wealth planning, protection and transference. As families pass wealth across generations, the program provides timely insights into legal developments, sophisticated estate planning strategies, and business and family transitions.
Learn more about the 2026 Private Wealth and Fiduciary Seminar Chicago.
