Press Room: Estate Planning

May 17, 2015

Wylie to Speak on Current Developments in Trust and Estate Planning

The Los Angeles County Bar Tax Practitioner's Conference features presentations by top government officials and leading practitioners in all fields of taxation: Federal, Accounting, Franchise, Trusts & Estates, Property, Sales, and City ...

July 06, 2015

Hogan Quoted in Barron’s

As the IRS prepares to toughen the rules affecting family partnerships and LLCs, wealthy clients are being advised to prepare for the change by setting up such partnernships that take advantage of discounts ...

September 30, 2015

Levy and Fiore to Speak at IPI’s Fall Forum

The Institute for Private Investors (IPI) provides innovative educational and networking resources to families with substantial assets and their advisors. IPI seeks to change the way investors work with advisors, and advisors work ...

January 22, 2016

Berard & Delgado to Present at the Boston Estate Planning Council

The Boston Estate Planning Council is a multi-disciplinary community of over 700 estate and wealth planning professionals.  The Council provides educational programs and networking opportunities to help its members build and strengthen relationships, ...

October 20, 2017

Aaron Hawthorne to Co-host Webinar on Estate Planning for U.S.-Mexican Cross-Border Clients

Strafford is an online program that offers Continuing Legal Education (CLE) and Continuing Professional Education (CPE) seminars to help attorneys and business professionals learn and keep up to date with the most recent ...

November 30, 2017

Neuhaus Moderating the NAEPC Webinar Broadcast

The Boston Estate Planning Council (BEPC) is an organization with over 700 estate and wealth planning professionals. The BEPC provides networking and education opportunities for its members. The Council aims to create a better ...

January 24, 2018

Roberts Speaking at EACCNY Annual Trust & Estate Update

The European American Chamber of Commerce® (EACC) provides its members with access to transatlantic business opportunities as well as timely and relevant information, resources and support on matters affecting business activities between ...

January 28, 2018

Vorsatz Presented at San Francisco Estate Planning Council Meeting

The San Francisco Estate Planning Council (SFEPC) is a highly recognized interdisciplinary organization established in 1953 for San Francisco professionals involved in estate planning, providing its members with opportunities to enhance their skills and ...

July 24, 2018

Hogan Quoted in Tax Notes Article

Andersen Managing Director Jim Hogan was quoted in Jonathan Curry’s article “Estate Planning Community Splits Over Consequences of Cahill" on Tax Notes online. The article discusses different ...

October 17, 2018

Wylie Co-Author of the USC Gould School of Law 70th Tax Institute Treatise

The University of Southern California Gould School of Law is an elite law school committed to academic excellence. Each year, the law school hosts a tax institute that addresses various ...