United States

Estate and succession planning ideas for 2015


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Setting the course for your estate and business continues to grow more complex. Recent court cases and congressional discussions, coupled with today’s evolving low-interest-rate environment, leave many taxpayers with a lot of questions.

Webcast topics:

  • Recent activity in the U.S. Senate and House of Representatives and court decisions
  • Planning ideas as today’s low-interest-rate environment evolves
  • Valuation guidance
  • Foreign planning and compliance
  • Planning updates for related-party loans and transactions


  • Randy Abeles, Family Wealth Services National Practice and Great Lakes Region Leader
  • Charles Schultz, Individual, Estate and Gift Tax Leader, Washington National Tax 
Randy Abeles


Charles Schultz


Who should attend?

High-net worth individuals, owners of closely-held businesses, CFOs, and tax professionals.

Learning objectives

Attendees will learn updates related to the current tax environment that may impact an estate and business tax position.

More information:

Email us or call 800.274.3978