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 2: Wednesday, July 14th: 11:00 am and 2:00 pm EDT

A variety of estate and wealth planning issues have made it into the news cycle recently. From the growth in cryptocurrency to the habits of Millennials and the prevalence of elder abuse, it’s vital for wealth advisors and estate planning professionals to understand these trends and incorporate them into their planning. Join us tomorrow for Day #2 as we explain the ins and outs of cryptocurrency and how to educate clients to make the most out of the trusts you create for them. And don't forget to check out this week’s full event calendar.

11:00 am: The Fiduciary’s Guide to Cryptocurrency

Explains the basics of cryptocurrency and uses the lifecycle of the fiduciary relationship as a framework to provide a practical guide to the acceptance, management, investment and distribution of cryptocurrency by executors and trustees.

Speaker

Ivan Taback,
Partner, Skadden, Arps, Slate, Meagher & Flom

Speaker

Stephen L. Ham IV,
Associate, Skadden, Arps, Slate, Meagher & Flom

Moderator

Anna Sulkin,
Legal Editor, Trusts & Estates

Panel Sponsor

2:00 pm: Taking the Next Step—Educating Your Trust Clients

Patricia M. Angus draws upon her books (The Trustee Primer and The Beneficiary Primer) to help wealth advisors and planners learn how to educate clients to make the most of the trusts they’ve created for them.

Speaker

Patricia Angus,
Founder and CEO, Angus Advisory Group

Moderator

Anna Sulkin,
Legal Editor, Trusts & Estates

Panel Sponsor

Single-Click Registration

Once you register for one session, simply click on any others
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

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.

Platinum Sponsor

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