FEPCMD Dinner Event - "Optimizing a Gift Trust and CLAT in the OBBB Era"
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Jonathon Morrison's presentation, "Optimizing a Gift Trust and CLAT in the OBBB Era", will unpack key components of how to “optimize” an irrevocable gift trust and a CLAT to maximize advantages afforded by the current tax/economic environment, including the One Big Beautiful Bill (OBBB). Jonathon will present case studies and financial projections demonstrating how to design and bolster impact to the grantor’s family wealth and philanthropy, maximize asset access, and mitigate creditor exposure.
Agenda:
- 5:15 pm - Cocktails and appetizers
- 6:00 pm - FEPCMD Announcements
- 6:10 pm - dinner is served
- 6:30 pm - Jonathon Morrison's presentation
- 7:30 pm - Conclusion
Cost to attend:
- Members (regular) - $85
- Next Gen Members (age 35 and under) - $65
- Non-members - $100
Cocktails, appetizers, dinner and dessert is included. Please make a note in the "Special Requests" section of the registration if you have any dietary restrictions.
About Jonathon Morrison, JD
Senior Partner, Tax and Family Wealth Planning - Frazer, Ryan, Goldberg & Arnold, LLP
A renowned innovator and technician in his space, Jonathon’s thought leadership and knack for developing novel, cutting-edge solutions has resulted in multiple advances in the field of advanced tax and estate planning. In addition to publishing multiple peer-reviewed articles featured on the cover of the national Estate Planning Journal (the top legal journal in the field), Jonathon has been featured in Forbes, Fortune, Bloomberg, and Barrons.
For nearly 20 years, Jonathon has practiced with top tax and estate planning law firms on the West Coast (most notably, the personal tax planning group associated with Wilson Sonsini, the “go-to” law firm in Silicon Valley which led IPOs for Apple, Google, Amazon, Tesla, and hundreds of other top tech companies). Jonathon estimates that he has been directly involved in more than 1,000 major advanced estate planning transactions nationwide.
