This presentation will review the consequence of estate planning pitfalls through the lens of celebrity estates. It will cover planning mishaps, as they range from the most basic to the most complex, in order to remind the audience of the importance of every step of the planning process, and of good communication among advisory teams. You will learn that mistakes happen, even to ‘great’ people, and be reminded of best practices to bring home to your work with clients in order to mitigate the risk of those mistakes.
Christiana Lazo is a partner in the trusts & estates group at Kirkland & Ellis LLP in the New York office. Her practice consists of representing ultra-high-net-worth individuals, their family offices, and closely held businesses in developing and implementing sophisticated domestic and international tax and estate plans. She has significant experience counseling global clients on inbound and outbound planning, particularly advising families with members in multiple jurisdictions on wealth transfers and on tax-efficient investment and business ownership structures. Christiana is an adjunct professor at the New York University School of Law, where she teaches generation-skipping transfer tax; a fellow of the American College of Trusts and Estate Counsel (ACTEC); recognized by Chambers USA in the Wealth Management category; and a frequent speaker and author on estate planning topics.
Registration Fee: $199
Archive: The archive recording will be available in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Note: This session was originally recorded at the FSP Institute on February 2, 2022.