Tuesday, January 19th
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.

Philanthropy

Tuesday, January 19th • 11:00 am ET

How to Handle Appraisals for Donations of Property

Explains how the 30% of adjusted gross income limit on gifts of appreciated assets affects appraisals—and why for real estate, art or other property, it’s important to carefully manage the process of appraisal. Register

Speaker

Robert F. Sharpe
Philanthropic Consultant

Robert F. Sharpe

Speaker

Heath R. Delay
Co-Founder and Principal

Redlands Corporation

Moderator

Susan R. Lipp
Editor in Chief

Trusts & Estates

Fiduciary Professions

Tuesday, January 19th • 2:00 pm ET

Investment Strategies for Trusts

Reviews the best investment strategies—and legal principles—for trustees to consider and follow when looking to balance various factors to carry out the trust purpose in the best interests of its beneficiaries. Register

Speaker

Greg Singer
Investment Director

Capital Group Private Client Services

Speaker

Liz Miller
President

Summit Place Financial Advisors

Speaker

Patricia Angus
Founder and CEO

Angus Advisory Group

Moderator

Bob Breshock
Managing Director

Parametric

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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