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Chamberlain Hrdlicka Tax Forum in Atlanta on June 23, 2022

June 23, 2022

The Chamberlain Hrdlicka Tax Forum was held in Atlanta on June 23, 2022 at Crowne Plaza Ravinia

Chamberlain Hrdlicka held a Tax Forum at the Crowne Plaza at Ravinia on Thursday, June 23, from 7:20 a.m. to 9:00 a.m. The forum showcased a presentation on, “How to Be a Marquis Trustee: Fiduciary Duties, Liabilities, and Tax Savings Opportunities.” The event was open to the public, and had accountants, business leaders responsible for financial operations, financial planners, and lawyers who guide clients in tax matters in attendance. The detailed event description can be found here.

Attendees gained valuable knowledge from members of Chamberlain Hrdlicka’s nationally recognized estate planning practice. The presentation incorporated lessons learned from decades of experience in trust and estate planning in order to provide the sophisticated advisor with a crash course in the A-B-C’s of being a Marquis Trustee.  The attorneys also addressed issues to consider when accepting or resigning from trusteeship; the duties, obligations, and risks of serving as a Trustee; and how to go above and beyond those duties to provide value to your friends, family or clients.

The panel was moderated by Atlanta-based Shareholder J. Scot Kirkpatrick and panelists included Shareholder Steven M. Wyatt, Senior Counsel Stephen C. Heymann  and Associate Jasmin Severino.

Chamberlain Hrdlicka has more than 650 years of combined experience in tax and business planning. The tax practice is a core strength of the firm, with more than one-third of its lawyers either practicing primarily or having a strong background in tax law. Many of the attorneys are board certified in tax law and have worked with the IRS or the U.S. Department of Justice Tax Division. The nationally recognized lawyers with Chamberlain Hrdlicka have served as judges, adjunct professors of law, distinguished legal writers and lecturers. The firm represents a wide range of public companies, privately held businesses, partnerships and joint ventures, individuals, estates and tax-exempt organizations in a broad range of business advisory, transactional and litigation matters.