Katten and Summit Trail Advisors will present "What Rising Private Equity Professionals Need to Know About Estate Planning and Investment Planning" at 10:30 a.m. (CT) on Friday, May 8. Private Wealth partner Tye Klooster and associate Benjamin Lavin, along with Jonathan Nickow, CFA and CFP at Summit Trail Advisors, will review what up-and-coming private equity professionals need to consider when preparing a wealth transfer plan for their private equity interests. In particular, they will cover an introduction to estate and wealth planning and will take a close look at specific items to consider as an up-and-coming private equity professional.
Chicago
