Saturday, October 21

7:00AM - 8:30AM
Tax Practice Management
Chair: David A. Berek, Credit Suisse Family Wealth Management, Chicago, IL

7:00am                     Informal Discussion and Complimentary Breakfast.

7:25am                     Opening Remarks by Chair.

7:35am                     What Practitioners Need to Know About Private Trust
                                Companies.  The panelists will discuss the emerging technique
                                of using a family owned trust company as the principal fiduciary
                                for the family and the interplay with an existing family office and
                                the family''s current fiduciaries.  This will be an overview for tax
                                practitioners that will highlight the general issues that practitioners
                                should be aware of when dealing with high net worth clients.
                                Panelists: Lucian L. Morrison, Lucian Morrison Consultants,
                                Houston, TX; Michael S. Lee, William Blair & Company LLC,
                                Chicago, IL; W. Birch Douglass III, McGuireWoods
                                LLP, Richmond, VA.