First Name*

Last Name*

Company*

Title*

Business Email Address*

Country*

Please list your McDermott contact(s). *

Will you attend the welcome reception on Monday, May 9, at 7:00 pm CDT? *

Yes

Will you join us for dinner at the Country Music Hall of Fame on Tuesday, May 10 at 6:30 pm CDT?*

Yes

A Women’s Lunch will be held on Wednesday, May 11, at 12:30 pm CDT. All attendees who identify as female are welcome.

Do you plan to attend the Women’s Lunch?

Yes

N/A

Dietary Restrictions

Disability Requirements

For our space planning purposes, please indicate your preference for each of the following breakout sessions. You may attend any presentation during a breakout session.

Each breakout session contains topics listed in the following order: Beginner, Intermediate, Advanced.

Breakout Session – One *

Thinking Outside the Border: Planning for Foreign Investments

How to Deal (with) Guns and Weed and Other Regulated Assets in Estate Planning and Administration

Breakout Session – Two *

Blockchain Basics for the Cocktail Hour: A Family Office Primer on Digital Assets

ESOP Yoga: The Flexible Uses of ESOP Ownership

Breakout Session – Three *

“Gotchas”: The Surprising Reach of the Securities & Exchange Commission

There Goes What’s His Name: Planning for Diminished Capacity

Beyond Lender Management: Employee Carry, Special Allocations, Tropical Islands and Other Musings

On Tuesday, we will host peer discussion groups. Please indicate which of the following topics are of interest to you. Our team will do their best to accommodate your top choice.

Peer Discussion – First Choice *

Peer Discussion – Second Choice*

Type of Office*

Single Family

Multi-Family

Other

Your Role*

Family Office Executive

Family Member

Other

Family Office Size*

Under 10

10-30

More than 30

Private Trust Company

Yes

Number of Individual Clients Served by Office

Less than 20

20-50

More than 50

Operating Business Industry

State or Country of Operation

Emergency Contact and Emergency Contact Phone Number.

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McDermott Will & Emery looks forward to welcoming fully COVID-19 vaccinated attendees in person this May. By registering for our live event, you are attesting that you have been fully vaccinated and are past the final waiting period. We will continue to monitor COVID-19 developments, including CDC and WHO guidelines, over the coming months and adapt our approach as needed. Only vaccinated personne