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Live CE and CLE Virtual Forums

April 27, April 28 and April 29

 

View Full Agenda and Register Here

 

The Biden administration has proposed tax increases on the wealthiest Americans, including changes impacting estate tax and capital gains tax, and is looking at reducing estate tax exemptions and repealing tax cuts—all of which will require you to revisit the tax and estate plans of your clients.

 

During the last week of April, the Trusts & Estates editorial team will help high-net-worth financial advisors and planners prepare for what can only be described as the coming new age in wealth planning—with live, interactive forums paneled by Editorial Advisory Board members, frequent contributors and other leading experts. Register.

 

 
 

Single-Click Registration

Once you register for one webinar, simply click on any other sessions
you wish to attend—and you’re automatically registered.

 
 

 

 
 

 

WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non-profits and foundations

 

 

 

Platinum Sponsor

 

 
 

 

 
 

Preparing for the New Age in Wealth Planning

VIRTUAL FORUM EVENT TOPICS

6 sessions in 3 days during the last week in April

 
 

 

 
 

Tuesday, April 27

11:00 am: Prepare for Possible Changes Under Biden Administration

Reviews proposals Biden may implement and how to prepare for them now.

 

REGISTER

 

 
 

Speaker

David A. Handler,
Partner, Kirkland & Ellis

 

Speaker

Paul S. Lee ,

Chief Tax Strategist, Northern Trust

Wealth Management

 

 

 

Panel Sponsor

 

 
 

2:00 pm: State Income Taxation of Trusts

The latest cases, statutes and proposals regarding the state income taxation of trusts.

 

REGISTER

 

 
 

Speaker

Joy Matak,
Partner, Sax LLP

 

Speaker

Sahri Zeger,
Trusts & Estates Practice Leader, CohnReznick LLP


 

Speaker

David Warren,
Co-founder and Chairman, Bridgeford Trust Company

 
 


 


 

Panel Sponsor

 

 

 

 

Wednesday, April 28

11:00 am: A Wealth Tax in our Future?

An update on the various possibilities being considered that may be imposed to raise revenue.

 

REGISTER

 

 
 

Speaker

Al W. King III,
Co-CEO, South Dakota Trust Company


 


 

Panel Sponsor

 

 
 

2:00 pm: New Section 7702 Regs

Looks at the new interest rate assumptions underlying this and potential effects on tax planning.

 

REGISTER

 

 
 

Speaker

Michael Liebeskind,
Founder and Principal, Golconda Partners


 

Speaker

Bryan Bloom,
Partner, Drinker,
Biddle & Reath LLP

 

 

 

 

 

Thursday, April 29

11:00 am: How to Deal With the IRS’ Wealth Squad

Reveals what to expect in these audits and how to prepare and advise clients about them.

 

REGISTER

 

 
 

Speaker

Domingo P. Such III,
Partner, Firmwide Chair Family Office Services, Perkins Cole LLP


 

Speaker

Christopher Sigmund,
Counsel, Perkins Cole LLP

 

 

 
 

2:00 pm: Embracing Diversity and Inclusion in Your Practice/Family Office

How to embrace diversity and inclusion in your office and in the estate-planning documents you prepare for your clients.

 

REGISTER

 

 
 

Speaker

Martin M. Shenkman,
Founder, Shenkman Law

 

Speaker

Dien Yuen,
Assistant Professor of Philanthropy at The American College of Financial Services


 

Speaker

Yaser Ali,
Wealth Planning Attorney,

Yaser Ali Law

 
 


 


 

Panel Sponsor

 

 

 

 

 
View Event Calendar and Register
 
 

Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees: CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP® and NACLE credits have been applied for and are pending approval.

 
 

Not able to attend the live events?

Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. Note: Only live attendees qualify for free CE and CLE credits.

 

 

 

Platinum Sponsor

 
 

 
 

 

Gold Sponsors

 
 

 

   
 

 

Interested in sponsorship opportunities? Learn more.

 

 

 

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