Live, Interactive CE and CLE Virtual Forums

June 1st and 2nd

Five Complimentary, One-Hour Sessions

When helping clients with their wealth planning, practitioners need to be aware of any new laws, rules or trends that are coming down the pike. Planning with an eye toward the future is key.

Our June panelists will cover a range of issues that may come into play when assisting your clients or improving your own practice, including the proposed Internal Revenue Service rules on required minimum distributions; the tax proposals in President Biden’s 2023 Green Book; what’s involved in adding elder care to your practice; the need to consider ethics when guiding clients on charitable giving opportunities; and what’s involved in obtaining a life settlement for your clients. Register

Single-Click Registration

Once you register for one forum, simply click on any other sessions
you wish to attend—and you’re automatically registered.

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

Program Manager/Moderator

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

Planning For The Future

VIRTUAL FORUM EVENT TOPICS

Five CE/CLE Sessions (June 1-2, 2022)

Wednesday, June 1st

2:00 pm ET: A Wealth Planner’s Guide to Biden’s Green Book

Explores some of the proposed changes to popular high-net-worth planning techniques, as well as some of the under the radar — but potentially highly-impactful — changes to trust and estate administration. And takes a closer look at who’s covered by the so-called Billionaire tax.

Speaker

James Dougherty, Partner, Dungey Dougherty PLLC

Speaker

Marissa Dungey, Partner, Dungey Dougherty PLLC

Moderator

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

4:15 pm ET: The Proposed IRS Rules on Required Minimum Distributions

A review of some of the key regulations under the proposed SECURE Act, including what’s required to give eligible designated beneficiaries more time to take their RMDs — and how “disabled” is defined.

Speaker

Bruce Steiner, Commentator, Leimberg Information Services, Inc.

Speaker

Denise Appleby, CEO, Appleby Retirement Consulting, Inc.

Moderator

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

Panel Sponsor

Thursday, June 2nd

11:00 am ET: Ethics and Charitable Giving

A look at the ethical and substantive rules regarding charitable giving that now involve all professions — attorneys, CPAs, trust officers, appraisers, planned giving officers, physicians notaries — who, failing to follow the ethical rules, can be subject to malpractice actions as well as huge monetary and other sanctions by the IRS.

Speaker

Heather Rhoades, Chairman and Principal, Cummings & Lockwood Private Clients Group

Speaker

Conrad Teitell, Principal, Cummings & Lockwood Private Clients Group

Speaker

Jeffrey D. Haskell, Chief Legal Officer, Foundation Source

Moderator

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

Panel Sponsor

2:00 pm ET: Adding Elder Law to Your Practice

Elder law has huge growth potential, but many attorneys are overwhelmed with having to learn the nuances of the practice area and aren’t sure how it fits in with their current practice. We’ll discuss some of the most common blind spots and insights into the practical side of an elder law planning practice, including the services to provide and how to get up to speed.

Speaker

Jim Wolverton, J.D., Director of Education, ElderCounsel

Moderator

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

Panel Sponsor

4:15 pm ET: The Role of Life Settlements in Estate Planning

Through consideration of a life settlement, advisors and their clients can appropriately value and potentially monetize life insurance policies to solve immediate financial or non-tax planning needs. We’ll review the basics of life settlements and describe all the steps involved in the process.

Speaker

Jon. B. Mendelsohn, Chief Executive Officer, Ashar Group

Speaker

Jamie L. Mendelsohn,

EVP, Ashar Group

Speaker

Todd I. Steinberg,

Partner, Loeb & Loeb LLP

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 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.

Gold Sponsors

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