Tuesday, January 12th
Live, Interactive CE and CE Virtual Forums

11:00 – 12:00 pm EST | 2:00 – 3:00 pm EST

Single-Click Registration

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

Estate Planning & Taxation

Tuesday, January 12th • 11:00 am ET

Key Federal and State Considerations and Opportunities in 2021

Provides an overview of the best estate-planning strategies from a state and trust situs perspective, as well as from a federal standpoint, based on possible upcoming changes in the tax laws. Register

Speaker

Al W. King III
Co-Founder and Co-CEO

South Dakota Trust Company

Speaker

Charles A. (Clary) Redd
Attorney/Partner

Stinson LLP

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Panel Sponsor

Estate Planning & Taxation

Tuesday, January 12th • 2:00 pm ET

Best Technologies for Practice Development

Explores the many technological changes affecting estate planning practices sped on by the coronavirus designed to facilitate better client interactions, better management and more efficient research and drafting. Register

Speaker

Martin M. Shenkman
Founder

Shenkman Law

Speaker

Mary Vandenack
Managing Member

Vandenack Weaver

Moderator

Vanessa L. Kanaga, Esq.
President

InterActive Legal

Panel Sponsor

WHO SHOULD ATTEND

• HNW investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non profits and foundations
  

“It’s a great way to start off the year with quality education designed to provide a clearer understanding of what the future holds for wealth planning—and get an early jump on CE and CLE for 2021.”

—Susan Lipp, Editor in Chief,
Trusts & Estates

Continuing Education (CE) and Continuing Legal Education (CLE) Credits:

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.

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