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.

Estate Planning & Taxation

Our 12-part Virtual Forum program includes these five events exploring the current state and future direction of estate planning

Tuesday, January 12th • 11:00 am ET

Key Federal and State Considerations and Opportunities in 2021

Provides an overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Register

Speaker

Al W. King III
Co-Founder and Co-CEO

South Dakota Trust Company

Speaker

Charles A. (Clary) Redd
Attorney/Partner

Stinson LLP

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Panel Sponsor

Tuesday, January 12th • 2:00 pm ET

Best Technologies for Practice Development

Explores the many technological changes affecting estate planning practices sped on by the coronavirus designed to facilitate better client interactions, better management and more efficient research and drafting. Register

Speaker

Martin M. Shenkman
Founder

Shenkman Law

Speaker

Mary Vandenack
Managing Member

Vandenack Weaver

Moderator

Vanessa L. Kanaga, Esq.
President

InterActive Legal

Panel Sponsor

Wednesday, January 13th • 11:00 am ET

SECURE Act Update: Where Do We Go From Here?

Offers an overview of the new rules brought about by the SECURE Act—and provides practitioners with action to take and suggestions on how to help clients plan for retirement given the changes made by the law. Register

Speaker

Bruce D. Steiner
Attorney

Kleinberg, Kaplan, Wolff & Cohen

Speaker

Denise Appleby
CEO

Appleby Retirement Consulting

Moderator

Anna Sulkin
Associate Legal Editor

Trusts & Estates

Panel Sponsor

Thursday, January 14th • 2:00 pm ET

Equal or Fair Inheritances?

Discusses factors to consider when helping client trying to plan an estate determine dispositive provisions of a will or revocable trust issue—and whether they should be equal for fair. Register

Speaker

Avi Z. Kestenbaum
Partner

Melzer, Lippe, Goldstein
& Breitstone

Speaker

Kim Kamin
Principal and Chief
Wealth Strategist

Gresham Partners

Moderator

Anna Sulkin
Associate Legal Editor

Trusts & Estates

Wednesday, January 20th • 11:00 am ET

Planning for Tangibles

Uncovers the emotional issues, testamentary plan structure, titling considerations and lifetime gifting issues around tangible property—and the high-level challenges when trying to plan for it. Register

Speaker

Kim Kamin
Principal and Chief Wealth Strategist

Gresham Partners

Speaker

Martin M. Shenkman
Founder

Shenkman Law

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

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.