Partner and Private Wealth Department National Chair Joshua Rubenstein will participate on a panel during the "Family Law: Fifty Ways to Make a Family: Surviving and Thriving in the Task of Advising the Modern Family" session at the STEP Canada–USA 2024 – Cross-Border Conference on Monday, October 7, at 2:40 p.m. CT.

Members of the next generation of ultra-high net worth (UNHW) private clients are spreading around the globe. In Canada and the United States, next-generation members are finding and employing new ways to build their families. This panel will explore the intricacies of advising families who are growing through the use of assisted reproductive technologies, including posthumous conception and surrogacy, possibly in modern/non-traditional family forms such as LGBTQ or polyamorous relationships, and possibly in jurisdictions whose parentage laws permit a court to order that a child has more than two parents. How do these advancements in the law affect existing plans? From a planning perspective, how should UHNW clients be advised going forward?

Learn more about the STEP Canada–USA 2024 - Cross-Border Conference.

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