Live, Interactive CE and CLE Virtual Forums

February 7-8

Complimentary Educational Sessions

Earn credits while discovering: The challenges with providing planning advice to clients with limited English proficiency; what’s required under the Corporate Transparency Act; court cases and regulations to keep an eye on; and the hurdles single-family offices face in 2023.

Single-Click Registration

Register for one forum, click on any other sessions —
and you’re automatically registered for all

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

Program Manager

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

Planning Issues To Look Out For In 2023

EVENT TOPICS

Four CE/CLE Sessions (February 7-8, 2023)

Tuesday, February 7th

Communicating With Clients Who Have

Limited English Proficiency (LEP)
11:00 am ET

Examines issues estate-planning professionals must face when working with clients who have LEP — an issue that has gained importance as the foreign-born population in the United States continues to increase.

Speaker

George Phelan, Judge (Retired)
Massachusetts Probate
and Family Court

Hosting

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

The Corporate Transparency Act: Our New Normal

2:00 pm ET

Explores the details around what’s required under the Corporate Transparency Act — including who is a Reporting Company, what must be reported and the two types of Beneficial Owners.

Speaker

Stephen Liss, Partner
ArentFox Schiff

Hosting

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

Wednesday, February 8th

Developments to Look Out For in 2023

11:00 am ET

Reveals the court cases, regulations and other developments estate-planning professionals should be watching out for in 2023 — and what planners can do now to be prepared.

Panelist

Turney Berry, Partner
Wyatt, Tarrant & Combs

Panelist

Austin Bramwell, Partner
Milbank LLP

Moderator

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

New Directions and Challenges
for the Single Family Office (SFO)

2:00 pm ET

Discusses three important topics that will challenge SFOs in 2023 — talent management, culture, and learning — and reviews concrete steps that families and SFOs can take in 2023.

Panelist

Jim Coutre,

VP Insights and Connections
Fidelity Family Office Services

Panelist

Jane Flanagan,

Director of Family Office Advisory
Northern Trust

Panelist

Kirby Rosplock,
Founder and CEO
Tamarind Partners

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 following the broadcast. Register today and receive an email with login instructions once the replay is available. Note: Only live attendees qualify for free CE and CLE credits.

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