Thursday, January 14th
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.

Fiduciary Professions

Thursday, January 14th • 11:00 am ET

Fiduciary Responsibility Related to Art Assets

Reveals the selling options and issues, due diligence concerns and types of appraisals—along with fiduciary responsibilities—that trustees and executors need to be thinking about in the new environment. Register

Speaker

Diana Wierbicki
Partner, Global Head of Art Law

Withers Bergman

Speaker

Zach Goldman
Counsel

WilmerHale

Speaker

Courtney Booth Christensen
Director, Trusts & Estates

Winston Art Group

Moderator

David Warren
Co-founder and Chairman

Bridgeford Trust Company

Panel Sponsor

Estate Planning & Taxation

Thursday, January 14th • 2:00 pm ET

Equal or Fair Inheritances?

Discusses factors to consider when helping client trying to plan an estate determine dispositive provisions of a will or revocable trust issue—and whether they should be equal for fair. Register

Speaker

Avi Z. Kestenbaum
Partner

Melzer, Lippe, Goldstein
& Breitstone

Speaker

Kim Kamin
Principal and Chief
Wealth Strategist

Gresham Partners

Moderator

Sean M. Aylward
Managing Director, Family Enterprise Business Services

EY

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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