"It's All in The Family...What's a Family?

Estate Planning and Trust Management

for a Brave New World"

  R. Hugh Magill

  Vice Chairman

  Northern Trust

This presentation will:

• Survey of the predominant traits of the generations represented in today’s estate planning process (the Greatest, Boomer, Gen X and Millennial generations);
• Examination of changes in marriage and family structures, changes in family governance, the increasing cultural diversity of today’s families, artificial reproductive practices, and assumptions about life expectancy and mortality;
• Exploration of approaches to estate planning and wealth allocation, modifications of trust design, and issues in the allocation of fiduciary responsibility which are better aligned with the needs of modern families;
• Exploration of issues associated with increased longevity; and
• Examination of the ways in which attorneys and fiduciaries can assist families in building more effective protocols for family collaboration and decision making

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Please note:  Members  who cannot attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:25am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

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Many Thanks to our Lunch Partner!

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Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......