Complimentary CE and CLE Virtual Forums

This week: Three days of live, interactive forums paneled by
Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts

Day 3—Thursday, April 29th: 11:00 am and 2:00 pm EDT

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. Join us tomorrow for Day #3 as we reveal best approaches for dealing with the IRS’ Wealth Squad—and suggest ways to embrace diversity and inclusion in your office and in your estate planning documents. And don’t forget to check out this week’s full event calendar.

11:00 am – 12:00 pm: How to Deal With the IRS' Wealth Squad

In June 2020, top IRS officials announced a renewed examination focus on the business, charitable and personal enterprises of HNW taxpayers. During this session our team of experts will review what to typically expect in these audits and discuss ideas for how to advise clients in preparation for a Wealth Squad examination that involves the complex financial lives of sophisticated modern taxpayers. And outline best practices that may provide benefits regardless of whether an audit is initiated.

Speaker

Domingo P. Such III,
Partner, Firmwide Chair Family Office Services, Perkins Cole LLP

Speaker

Christopher Sigmund,
Counsel, Perkins Cole LLP

2:00 – 3:00 pm: Embracing Diversity and Inclusion in Your Practice/Family Office

As wealth planning continues to evolve, there are new opportunities to encourage and promote a more diverse and inclusive workforce that will allow you to better develop people and ideas and ensure your company’s continued growth. Our panel of experts will discuss innovative and effective approaches for embracing diversity and inclusion in your office—as well as in the estate-planning documents you prepare for your clients.

Moderator

Rio Peterson,
Affinity Programs Manager, Clio

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

Panel Sponsor

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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

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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