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[Event] Private Client Roundtable - March 15th, Boston, MA

Thaw out with McDermott’s Tax and Private Client teams during our first (of many) Boston Private Client Roundtables where attendees can reconnect with peers in the tax, private client and wealth advisory space in the city. We...more

[Webinar] Private Client Virtual Forum | Legislative Proposals For Taxing Wealth & Wealth Transfers - April 21st, 1:00 pm - 2:00...

Join McDermott partners Ellen Harrison and Carlyn McCaffrey as they review legislative proposals to increase taxes on transfers of wealth and impose a wealth tax. The panel will also provide insights on what you can do now to...more

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more

[Event] 2019 Private Client East Coast Forum - November 21st, New York, NY

The unique needs of ultra-high net worth families, their family office representatives and other advisers are multidimensional and ever-evolving. Join us November 21 for McDermott Will & Emery’s Private Client East Coast...more

The Unified Framework for Tax Reform: Impact on Transfer Tax Planning for the High-Net-Worth Individual

The Trump Administration, the House Committee on Ways and Means and the Senate Committee on Finance released their Unified Framework (Framework) for Tax Reform on September 28. There were few surprises and fewer details...more

Tax Planning for High-Net-Worth Individuals under a Trump Presidency

Tax reform is one of the central components of Donald Trump’s platform, and in many respects, his goals for tax reform are aligned with those described in the Tax Reform Task Force report issued by the House Republicans last...more

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