Tax and Legacy Planning for Tigers

October 3rd, 2018 / Gift Planning

A special event for financial planners, wealth managers, and trust and estate counsel featuring presentations on tax reform and relationship issues related to legacy planning.

Wealth Advisors panel

CHARLES D. “SKIP” FOX IV ’75 will discuss the estate tax exemption changes and the reasons every plan needs review. Fox is a Partner with the Charlottesville office of McGuireWoods LLP and former Chair of the firm's Tax and Employee Benefits Department. He is a fellow and President of the American College of Trust and Estate Counsel, and on the faculty of the University of Virginia Law School and the faculty of the American Bankers Association's National Trust School. His focus is estate planning, estate administration, trust law, and charitable organizations.

JENNIFER JORDAN MCCALL ’78 will address pass-through entity tax provisions (partnerships, LLCs taxable as partnerships, S corporations), multinational entities, and Chinese investment in the United States. Jordan McCall is a Partner with the Silicon Valley office of Pillsbury Winthrop Shaw Pittman LLP and Chair of her firm's Estates, Trusts, and Tax Planning practice section. She is a leading authority on U.S. and international gift and estate planning to preserve wealth and enhance family relationships.

JAMES “JAY” HUGHES JR. ’64 will explore the four great issues families will face in the next 50 years. Hughes is the author of "Family Wealth: Keeping It in the Family" and "Family: The Compact Among Generations." Now retired, he was a partner in two international law firms: Coudert Brothers and Jones, Day, Reavis and Pogue. He is a board member for various private trust companies, an advisor to numerous investment institutions, and a member of a number of private philanthropic boards.

Date:               Monday, October 22, 2018
Time:               4:00 – 6:00 p.m. Discussion;  6:00 – 7:30 p.m. Reception
Location:        Midtown Manhattan (details provided with registration)
Registration is required as space is limited. Register here.
Unable to attend but want to receive invitations to future events for advisors? Please let us know.

Event Chairs:  Ellen Kratzer ’84, Managing Director, Fiduciary Trust International, and Christen Douglas ’04, Partner, McDermott Will & Emery LLP

Presented by the Office of Gift Planning and the Planned Giving Advisory Committee of Princeton University