Tomorrow: Latest Wealth Tax Update; How to Choose a Trustee

Complimentary CE and CLE Virtual Forums

This week: Two days of live, interactive forums paneled by
Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts

Day 1: Tuesday, November 9th: 11:00am and 2:00pm

At Trusts & Estates, we’re fortunate to have an esteemed editorial advisory board, composed of leaders in the estate planning and wealth management industries. And we’re equally fortunate that they’re willing to share their accumulated wisdom with you at our special November 2021 wealth planning forum. Join us for Day #1 as our panel of experts reviews the various wealth tax proposals being discussed in Washington—and receive a primer on the trustee intake process. Register

11:00 am ET: Taxing the Wealthy

Our panelists discuss their views on proposals being floated by Senators and the Biden administration, whether they will actually accomplish their intended goals, and whether we should even have an estate tax at all.

Speaker

Turner P. Berry, Partner,
Wyatt, Tarrant & Combs

Speaker

Jonathan Blattmachr, Principal,
ILS Management

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

2:00 pm ET: Trustee Intake Process in Estate Litigation

Experts present a primer on the trustee intake process (and beyond) from a litigator’s point of view. Topics covered will include what to look for in a trustee; what to consider when asked to be a trustee, and monitoring your charges after you’ve become a trustee.

Speaker

Jay W. Freiberg, Partner,
Elman Freiberg

Speaker

Jeremy Mellitz, Attorney, Law Offices of Jeremy Mellitz

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

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

Gold Sponsors

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.

Gold Sponsors

Interested in sponsorship opportunities? Learn more.