| | Live CE and CLE Virtual Forums April 27, April 28 and April 29
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. | |
| | 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. | |
| | 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 | |
| | 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. | |
| | Speaker Al W. King III,
Co-CEO, South Dakota Trust Company
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| | Panel Sponsor | |
| | 2:00 pm: New Section 7702 Regs Looks at the new interest rate assumptions underlying this and potential effects on tax planning. | |
| | Speaker Michael Liebeskind,
Founder and Principal, Golconda Partners
| | Speaker Bryan Bloom,
Partner, Drinker,
Biddle & Reath LLP
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| | 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. | |
| | Speaker Domingo P. Such III,
Partner, Firmwide Chair Family Office Services, Perkins Cole LLP
| | Speaker Christopher Sigmund,
Counsel, Perkins Cole LLP
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| | 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. | |
| | 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 | |
| | 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. | |
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