Maslon's Inaugural Forum on Wealth Management and Litigation

Attorneys from Maslon's Trust & Estate Litigation and Estate Planning groups will host financial advisors, attorneys, and other wealth management professionals on Sept. 12 for the firm's Inaugural Forum on Wealth Management and Litigation. The half-day program in Minneapolis will feature panel discussions on advanced estate, tax, and business succession planning strategies, as well as the ways litigation can impact even the best laid plans.

Program Description

It’s been said that best laid plans often go awry. Perhaps no one knows this better than the advisor or counsel tasked with helping high net worth clients create and execute plans for the transfer of significant assets, a process often complicated by unforeseen circumstances and complex family dynamics. Helping such clients maximize the impact of their assets requires sophisticated and practical strategies, as well as command of the evolving legislation and case law relating to both tax and wealth. In this interactive forum, financial advisors, attorneys, and other wealth management professionals will discuss proven practices for crafting resilient estate and succession plans, as well as lessons learned in disputes involving the same.

Agenda

• 9-9:30 a.m. | Registration & Breakfast
• 9:30-10:30 a.m. | Legacy Building Blueprint: Advanced estate, tax, and business succession planning for high net worth individuals and families
• 10:30-10:45 a.m. | Break
• 10:45-11:45 a.m. | Best Laid Plans: How litigation can defend, explore, and even undo Settlor's intent
• 11:45 a.m.-1 p.m. | Networking Lunch

Registration

Please contact us to learn more.