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 1: Tuesday, July 13th: 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 #1 as we explain how to stay out of the doghouse when representing married clients—and how to spot and intervene in cases involving elder abuse. And don’t forget to check out this week’s full event calendar.

11:00 am: The Estate Planner as a Third Wheel: How to Stay Out of the Doghouse When Representing Married Clients

Examines common yet often overlooked planning issues that can arise with married couples—and best practices that can help the representation celebrate many anniversaries.

Speaker

James I. Dougherty,
Partner, Dungey Dougherty

Speaker

Marissa Dungey,
Partner, Dungey Dougherty

Moderator

Rio Peterson,
Affinity Program Manager, Clio

Panel Sponsor

2:00 pm: Elder Abuse and How to Prevent It

Explores how lawyers can spot and intervene in cases of suspected elder abuse—and reveals steps to take to prevent it from happening in the first place.

Speaker

Sandra Glazier,
Partner, Lipson Neilson

Moderator

Jim Wolverton,
Assistant Director of Education, Elder Counsel

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

Gold Sponsors

Interested in sponsorship opportunities? Learn more.