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.

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

Wealth Planning 2021: Navigating the Path Forward

Program Manager

Susan R. Lipp
Editor In Chief

Trusts & Estates

Keynote Speaker

Keynote Speaker

Stinson LLP

Virtual Forums Event Topics

12 sessions in 6 days spanning 2 weeks

Estate Planning & Taxation

• Key Federal and State Considerations
• SECURE Act Update: Where Do We Go From Here?
• Equal or Fair Inheritances?
• Planning for Tangibles
• Best Technologies for Practice Development

See dates and speakers

Fiduciary Professions

• Fiduciary Responsibility Related to Art Assets
• Ten Clauses Fiduciaries Hate
• Investment Strategies for Trusts

See dates and speakers

Philanthropy

• How to Handle Appraisals for Donations of Property
• Quid Pro Quo for Charitable Gifts

See dates and speakers

Family Businesses

• Reinventing Family Enterprise After the Pandemic
• Selling a Family Business

See dates and speakers

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.