SESSION THEMES AND TOPICS
• Best technologies for practice development • Embracing diversity and inclusion in your practice • Equal or fair inheritance: Dispositive provisions • Fiduciary responsibility related to art assets • Handling appraisals for donations of property • How to deal with the IRS Wealth Squad • Investment strategies for trusts • Key federal and state considerations • Planning for tangibles • PPLI and the new IRC Section 7702 • Preparing clients for a potential new wealth tax • Quid pro quo for charitable gifts • Reinventing family enterprises after the pandemic • SECURE Act update: Where to go from here • Selling a family business • Ten clauses fiduciaries hate • The current state of state income taxation of trusts • What to expect with the Biden administration | 
If you have trouble viewing this email, read the online version. 
