• Key features of the 2010 Tax Act Update
• Dodd-Frank Update
• Estate and Gift Tax Exemptions
• International tax plan outlook for family offices and investment managers
• The Wealth Squad - an unprecedented new level of IRS scrutiny
• Income Tax planning in these difficult times

Moderator:
Pathstone Family Office (MFO)

• Under the radar alternative investment strategies that have a compelling risk/reward profile.
• Tax-efficient investment ideas that can stand on their investment merits alone.
• The importance of identifying the intended disposition of assets before determining the appropriate investment strategy.
• Analyzing Techniques to manage the challenges of concentrated positions.
• How does the upcoming change in tax law affect your asset allocation?

Moderator:
VERITABLE, LP (MFO)

• From reactive giving to strategic philanthropy
• The Buffett-Gates Giving Pledge: What is the impact?
• Latest thinking on entities: Foundations, Donor-Advised Funds, and Other Options
• How advisors can add value
• Involving the next generation

Moderator:
National Philanthropic Trust

• Family Governing Structure
• The Role of a Mission Statement
• Wealth Transfer Strategies
• How to best prepare for business succession and why it's needed.

Moderator:
U.S. Advisory Group (MFO)

• The role of healthcare
• The role of personal protection
• The role of family governance and family constitutions
• Managing internet social networking exposure
• Benefits of a proactive focus on prevention vs. seeking the cure after the damage is done
• Protecting your financial assets and achieving returns despite volatile markets
• Funding the Asset Protection Plan
• Types of Risks
• Levels of Asset Protection
• Using self-settled trusts to accomplish estate savings
• Why most trusts fail to protect the family's assets
• Why asset protection needs to be addressed with every family

Moderator:
Aston Pearl

Panelists:
Angus Advisory Group LLC
Moses & Singer, LLP
Pepper International (MFO)

• The top challenges in the trustee/beneficiary relationship
• How the roles of trustees impact the lives of beneficiaries
• How beneficiaries impact the duties of trustees
• Balancing both sides of this vital relationship for the benefit of both

Moderator:
GRAYMATTER STRATEGIES, LLC

Panelists:
Trustcape LLC
Chevy Chase Trust
Neuberger Berman Trust Company N.A.

• Private Trust Companies
• Governance
• Choosing a Trustee
• Choosing Trust Advisors
• Selecting Trust investments

Moderator:
GREYCOURT & CO. (MFO)

• Why is it Important to Include Life Insurance in your Estate Plan?
• Due Diligence Required to Choose the Right Plan
• Impact of legislative/regulatory/accounting changes
• Avoiding gift tax on large premiums
• Private Placement Life Insurance Plans

Moderator:
Yeshiva University, The Albert Einstein College of Medicine

• When we talk about Special Needs and Long Term Care Planning, What are we talking about?
• Special Need Trusts: What are they and why are they important?
• How will medical trends impact the financing of long-term care?
• How can one best help their aging parents?
• What are the different types of Long term care policies and which one is right for me?
• How much long term care insurance do I need?

Moderator:
Mack International, LLC