Planning for Privacy in a Public World (and a Few Estate Tax Observations)
Date:
Wednesday March 24, 2021
Time:
7:30am -
9:00am
Location:
ZOOM MEETING -
TIME ZONE: US CST
Directions:
You must register on The FENG website by noon the day before the meeting to receive the Zoom instructions. The time zone will not appear in the initial auto response you receive when you register. You will be sent the Zoom link late afternoon the day before the meeting. If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact: Bryan Valencia The Woodlands Co-Chair [email protected]
Presentation:
As public access to information increases, clients are seeking solutions to protect their privacy and personal security. This presentation will discuss how clients can structure estate plans, charitable gifts, and financial transactions in a confidential manner, while also protecting clients against physical and cyber-attacks. This presentation will also explore potential changes to the federal estate tax under the Biden administration.
1. Course Contents:
- Current estate tax laws
- Biden estate tax proposals
- Using revocable trusts and LLCs to own property anonymously
- How to make anonymous charitable gifts
- Non-disclosure agreements
2. Learning Objectives: Participants should leave with a better understanding of potential estate tax changes and related planning considerations. Participants should also learn how to better their personal privacy.
Speaker's bio:
Jeff Chadwick is a member of the Wealth Preservation Practice Group with offices in Houston and The Woodlands. Jeff focuses his practice on trust and estate planning for business owners, corporate executives, professional athletes, and other high net worth individuals and families. He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, business formation and succession, asset protection, charitable giving, and premarital planning.
Jeff is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. He is a frequent speaker at estate planning seminars around the country and is an active member of many professional organizations. He also serves on the Texas Trust Code Committee, where he monitors trust issues in Texas and drafts legislation for inclusion in the Texas Trust Code.
Before settling in Texas, Jeff began his career in Richmond, Virginia. Jeff has maintained his Virginia law license and regularly counsels clients transitioning from Virginia to Texas, or vice versa, with regard to their estate planning matters.
Education
University of Richmond School of Law, J.D., 2009
Baylor University, B.S., Education, 2005
