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 One: Tuesday, September 13th

Advisors to HNW families and family offices must often deal with unique concerns, as these clients must balance the needs and preferences of different generations while they also consider what’s best for the family enterprise as a whole.

On Day One, our panelists cover assisting families with transferring treasured real estate — and the key actions family offices should take if they’re interested in impact investing.

Passing Along Valued Family Real Estate

11:00 am ET

Discusses practical considerations when seeking to meet the needs and expectations of families with unique properties who wish to have it remain in the family on their death for the benefit of future generations — that may or may not wish to retain the property.

Speaker

Daniel FitzPatrick (Attorney), President, Northway Wealth Advisors

Speaker

Avi Kestenbaum, Partner,

Meltzer Lippe

Speaker

Pamela Pagnani, Senior VP, Brokerage Manager, Sotheby’s International Realty

Moderator

Travis Watts, Director of Investor Education, Ashcroft Capital

Panel Sponsor

Impact Investing for Family

2:00 pm ET

Explores why affluent families are increasingly interested in investing for social and environmental impact — and walks through essential actions families should take as they envision, develop, implement, and refine their impact investment strategies.

Speaker

Patrick Briaud, Senior Advisor, Rockefeller Philanthropy Advisors

Speaker

Kristi Kuechler, Senior Director,

The ImPact

Speaker

Tomer Inbar, Partner,

Morgan Lewis

Moderator

Anna Sulkin, Legal Editor,
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

Program Manager

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

Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees:CFP, CIMA®, 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.