Jake Kaplan will speak on the March 3 panel “Drifting Away and Losing Focus: The Aging HNW Client in his Wisdom, Confusion, and Vulnerability.” This panel will discuss what happens when aging clients change wills, remarry, gift generously, or disinherit heirs — all seemingly within their rights.
Speaking Engagement
March 3–4, 2026
31st Annual International Private Client Tax Conference: Private Wealth Seeking Shelter and Opportunity Alike
Event Detail
Media Contacts