Live CE and CLE Virtual Forums
January 12-14 | January 19-21

The unforeseen events of the past year have put their stamp on the estate and wealth planning professions in unprecedented ways—from the relationships advisors have with their clients to how planning advice and services are delivered.

During two weeks in January, we’ll provide HNW advisors and financial planners expert perspectives on how these events will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts. See event calendar.

Fiduciary Professions

Our 12-part Virtual Forum program includes three events examining the increased significance of legal and ethical responsibilities in uncertain times

Thursday, January 14th • 11:00 am ET

Fiduciary Responsibility Related to Art Assets

Reveals the selling options and issues, due diligence concerns and types of appraisals—along with fiduciary responsibilities—that trustees and executors need to be thinking about in the new environment. Register

Speaker

Diana Wierbicki
Partner, Global Head of Art Law

Withers Bergman

Speaker

Zach Goldman
Counsel

WilmerHale

Speaker

Courtney Booth Christensen
Director, Trusts & Estates

Winston Art Group

Moderator

David Warren
Co-founder and Chairman

Bridgeford Trust Company

Panel Sponsor

Tuesday, January 19th • 2:00 pm ET

Investment Strategies for Trusts

Reviews the best investment strategies—and legal principles—for trustees to consider and follow when looking to balance various factors to carry out the trust purpose in the best interests of its beneficiaries. Register

Speaker

Greg Singer
Investment Director

Capital Group Private Client Services

Speaker

Liz Miller
President

Summit Place Financial Advisors

Moderator

David Lenok
Senior Wealth Planning Editor

WealthManagement.com

Panel Sponsor

Thursday, January 21st • 2:00 pm ET

10 Clauses Fiduciaries Hate

Exposes the terms or language that practitioners who draft trust documents don’t always consider that can make it very hard for fiduciaries to enforce the grantor’s wishes. Register

Speaker

Gail Cohen
Chair

Fiduciary Trust Company International

Speaker

Pamela Lucina
Executive Vice President

Northern Trust Corporation

Moderator

David Lenok
Senior Wealth Planning Editor

WealthManagement.com

WHO SHOULD ATTEND

• HNW investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non profits and foundations
  

“It’s a great way to start off the year with quality education designed to provide a clearer understanding of what the future holds for wealth planning—and get an early jump on CE and CLE for 2021.”

—Susan Lipp, Editor in Chief,
Trusts & Estates

Continuing Education (CE) and Continuing Legal Education (CLE) Credits:

CFP, CIMA®, CPWA®, CIMC®, RMA®, AEP® and NACLE credits have been applied
for and are pending approval.

Gold Sponsors

Silver Sponsors

Interested in sponsorship opportunities? Learn more.