IMN Real Estate Family Office & Private Wealth West Forum
Greenberg Glusker is pleased to sponsor the IMN Real Estate Family Office & Private Wealth West Forum taking place on June 5-6, 2025, in Dana Point. This conference will bring together 400 industry stakeholders to explore the intersection of family offices and real estate investing.
Stefanie Lipson, Private Client Services partner, will be speaking on the panel, "Tax Issues, Investment Structures, & Succession Planning Solutions" on June 6 at 11:25 a.m.
The panel will cover the following topics:
- What tax-efficient structures are available to US tax-exempt and Non-US institutional investors and family offices?
- What are the tax code updates for 2025?
- What should family offices consider when selecting an asset protection plan?
- What are the benefits for family offices of using asset protection trusts?
- How can advisors protect their clients and their assets from fraudulent creditor claims?
- What should advisors know about state laws around trust and estate planning?
- How should succession planning of family wealth be approached?
- Tax Strategy for HNW individuals and families
Partners David Kramer and Kevin Sher will also be in attendance.
