| | 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 | |
| | 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
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| | 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
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| | 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
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| | Moderator Susan Lipp, Editor-in-Chief,
Trusts & Estates
| | Panel Sponsor
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| | 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. | |
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