Focus Family Office Counsel

Focus Family Office Counsel Mindfully serving family offices, family companies, private trust companies and private clients.

Katarinna McBride, Chair of the American Bar Associations Real Property Trust and Estates Non-Tax Group, will be present...
05/03/2023

Katarinna McBride, Chair of the American Bar Associations Real Property Trust and Estates Non-Tax Group, will be presenting during the 35th National Conference in Washington D.C on Thursday May 11, 2023. Katarinna's presentation is titled "The Danger of Word Jumbles in Discretionary Trusts and Annual Review of Hot Topics."

Katarinna McBride is a fellow of the American College of Trust and Estate Counsel (ACTEC) Foundation. Each week ACTEC re...
04/04/2023

Katarinna McBride is a fellow of the American College of Trust and Estate Counsel (ACTEC) Foundation. Each week ACTEC releases podcasts about various topics relating to Estate Planning.

This weeks podcast is about Relief for S Corporation Mishaps. Click the link below 👇 to hear more!

https://actecfoundation.org/.../relief-for-s-corporation.../

Expert tax advice on the relief provided in IRS Revenue Rulings for S Corporation to address mistakes and mess-ups in tax filing or ownership restrictions.

ESG investment decisisons have to balance the legal tightrope when trustees make decisions. To learn more click the lin...
03/28/2023

ESG investment decisisons have to balance the legal tightrope when trustees make decisions.

To learn more click the link 👇
https://focusfamilyoffice.com/wp-content/uploads/2021/11/McBride.pdf

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5075 Ute Lane
Vail, CO
81657

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