On Tuesday, January 11, 2022, Alex Tanouye from Northern Trust will join us for a presentation titled How to Marry a Millionaire (And Where to Live While You’re Married) - A Practical Discussion of How Elective Share and Other Testamentary Restrictions Can Impact Estate Planning.

Elective share laws and other testamentary restrictions pose significant challenges – especially when multiple jurisdictions are involved. Understanding spousal inheritance protections and proper planning can lessen the impact of these restrictions, help avoid ethical potholes, improve tax and non-tax outcomes, and maximize clients’ freedom to dispose of assets.

Northern Trust is a leading provider of wealth management, asset servicing, asset management, and banking to corporations, institutions, affluent families, and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 21 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East, and the Asia-Pacific region. As of September 30, 2O19, Northern Trust had assets under custody/administration of US $11.6 trillion, and assets under management of US $1.2 trillion.