Chicago, IL (PRWEB) February 29, 2012
Linda Mack, Founder and President of Mack International, a premier retained executive search and consulting services firm, will moderate “Special Needs and Long-Term Care Planning in Family Offices” for the Opal Financial Group’s “Trust, Tax & Estate Planning Forum: Preparing for the Next Generation” event on March 2 at The Crowne Plaza Times Square, New York, New York.
The panel will include Steven Solys, Partner in Frost Solys Family Foundation; Vincent Grenier, CFP, Assistant Vice President, Merrill Lynch Wealth Management Advisor, and Ellen Maidman-Tanner, Senior Vice President, Member Relations, PinnacleCare.
“This is an important issue that can have serious impact on a family,” said Linda Mack. “Our discussion will include how to identify whether one needs a special needs trust, features to consider, who might be the best trustee, and what it takes to properly fund such a trust. Attendees will also gain insights into how medical trends may impact the financing of long-term care, what different types of long-term care policies are available, what’s covered, and how to determine what is right for one’s individual circumstances, and related issues,” she added.
As part of the Private Wealth Series, Opal's Trust, Tax, and Estate Planning Forum is designed to cover timely and relevant topics affecting trust, tax, and estate planning professionals. The forum will address issues relevant to family offices and those who support their day-to-day operations, and will bring together representatives of family offices, non-discretionary consultants, attorneys, accountants, life insurance firms, trust companies, investment banks, estate and tax planners, actuarial firms, life settlement companies, hedge funds, private equity firms, real estate firms, and financial planners.
About Mack International
Mack International, LLC, headquartered in Chicago, is a global retained executive search and consulting firm serving clients in the family office/wealth management industry on a national and international basis. More information about Mack International is available on the Web at http://www.mackinternational.com.
For more information on the Opal Financial Group’s Private Wealth Series can be found online at opalgroup.net.