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 2—Wednesday, April 28th: 11:00 am and 2:00 pm EDT

The Biden administration has proposed tax increases on the wealthiest Americans, including changes impacting estate tax and capital gains tax, and is looking at reducing estate tax exemptions and repealing tax cuts—all of which will require you to revisit the tax and estate plans of your clients. Join us tomorrow for Day #2 as we examine what a wealth tax on ultra-high-net-worth individuals might mean for your clients, and take a fresh look at PPLI and the new IRC Section 7702. And don’t forget to check out this week’s full event calendar.

11:00 am – 12:00 pm: A Wealth Tax in Our Future?

Senator Elizabeth Warren, along with others, have proposed a new wealth tax on ultra-high-net-worth individuals. And some states, such as California, New York and New Jersey, are also considering imposing such a tax. What will this mean for your clients, and what can they do now to prepare for such a tax? During this session, we’ll discuss the various possibilities—as explore some other key taxes that may be imposed to raise revenue.

Speaker

Al W. King III,
Co-CEO, South Dakota Trust Company

Panel Sponsor

2:00 – 3:00 pm: Private Placement Life Insurance and the new IRC Section 7702

In December’s spending bill, Congress included a significant change to the interest rate assumptions underlying Internal Revenue Code 7702. Our expert panel will explain how this and proposed future tax law changes will impact Private Placement Life Insurance (PPLI) and other forms of permanent life insurance.

Speaker

Michael Liebeskind,
Founder and Principal, Golconda Partners

Speaker

Bryan Bloom,
Partner, Drinker,
Biddle & Reath LLP

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

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