Live, Interactive CE and CLE Virtual Forums

March 1st and 2nd

Four Complimentary, One-Hour Sessions

A new year has begun, and that means new proposed legislative changes as well as new planning strategies for our clients. It’s important to keep up-to-date on these developments as well as the new trends in wealth planning.

Our March panelists will cover a range of issues, including an update on the legislative developments; how fiduciaries can successfully incorporate ESG investments into their clients’ portfolios; what clients going through a divorce need to know about their estate planning; and understanding the unique issues faced by family offices and high-net-worth clients. Register

Single-Click Registration

Once you register for one forum, 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

Program Manager/Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Keeping Up With New Developments

VIRTUAL FORUM EVENT TOPICS

Four CE/CLE Sessions (March 1-2, 2022)

Tuesday, March 1st

11:00 am ET: Primer on Working with Ultra-High-Net-Worth (UHNW) Families and Family Offices

An overview of the issues involved in working with UHNW clients and family offices, including the evolving family office; how UHNW families and their SFOs use private trust companies and the new regulatory concerns; and lessons learned from the pandemic.

Speaker

Kim Kamin, Principal and Chief Wealth Strategist, Gresham Partners

Speaker

Hugh Magill, Vice Chairman (Retired), The Northern Trust Company

Speaker

Domingo Such, Partner,
Perkins Cole

Moderator

David Warren, Co-founder
and Chairman of the Board, Bridgeford Trust

Panel Sponsor

2:00 pm ET: ESG Investing in Trusts

Topics will include a brief history of ESG investing, the current framework for choosing and managing ESG investments—with some real-life examples—and how fiduciaries can successfully incorporate ESG investments into their clients’ portfolios.

Speaker

Gail Cohen, Vice Chairman and General Trust Counsel, Fiduciary Trust International

Speaker

David Laidlaw, Managing Partner, Eagle Ridge Investment Management

Moderator

Vanessa Kanaga, CEO,
InterActive Legal

Panel Sponsor

Wednesday, March 2nd

11:00 am ET: The Impact of Divorce on Estate Planning and Wealth Management

Explores some common questions estate planning professionals may have when guiding clients faced with these life transitions—with the goal being to help clients make decisions that protect their loved ones and their assets.

Speaker

Nicole A. Kobis, Partner, Lindabury, McCormick, Estabrook & Cooper

Speaker

Elizabeth Candido Petite,
Partner, Lindabury, McCormick, Estabrook & Cooper

Speaker

Jody R. King, Director of Wealth Planning, Fiduciary Trust Company

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

2:00 pm ET: Recent Legislative Developments Update

Topics will cover the latest federal tax proposals, the possible wealth surcharge and other changes being considered, and how estate-planning practitioners should advise their clients in a time of flux.

Speaker

Turney Berry, Partner, Wyatt, Tarrant & Combs

Speaker

Clary Redd, Partner, Stinson

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees:CFP, CIMA®, 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.

Gold Sponsors

Interested in sponsorship opportunities? Learn more.