| | Live, Interactive CE and CLE Virtual Forums July 13th, 14th and 15th
Six Complimentary, One-Hour Sessions Recently, a variety of estate and wealth planning issues have made it into the news cycle. 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. During three days in July, the Trusts & Estates editorial team will help you explore trending topics and issues while providing constructive guidance on how to handle them in your practice — with live, interactive sessions paneled by Editorial Advisory Board members, frequent contributors and other leading experts. Register. | |
| | Single-Click Registration Once you register for one webinar, 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 | | Platinum Sponsor  | |
| | Trending Topics and Issues in Wealth Planning VIRTUAL FORUM EVENT TOPICS 6 sessions in 3 days (July 13-15, 2021) | |
| | Tuesday, July 13 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 | |
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| | 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  | |
| | Wednesday, July 14 11:00 am: The Fiduciary’s Guide to Cryptocurrency Explains the basics of cryptocurrency and uses the lifecycle of the fiduciary relationship as a framework to provide a practical guide to the acceptance, management, investment and distribution of cryptocurrency by executors and trustees. | |
| | Speaker  Ivan Taback,
Partner, Skadden, Arps, Slate, Meagher & Flom
| | Speaker  Stephen L. Ham IV,
Associate, Skadden, Arps, Slate, Meagher & Flom
| | Moderator  Anna Sulkin,
Legal Editor, Trusts & Estates | |
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| | Panel Sponsor | |
| | 2:00 pm: Taking the Next Step—Educating Your Trust Clients Patricia M. Angus draws upon her books (The Trustee Primer and The Beneficiary Primer) to help wealth advisors and planners learn how to educate clients to make the most of the trusts they’ve created for them. | |
| | Speaker  Patricia Angus,
Founder and CEO, Angus Advisory Group
| | Moderator Anna Sulkin,
Legal Editor, Trusts & Estates
| | Panel Sponsor  | |
| | Thursday, July 15 11:00 am: Getting a “GRIP” on the Gift Estate Tax Exemption Reviews the mechanics of the GRIP and how it may be affected by state law, the generation-skipping transfer tax and the potential for clawback. | |
| | Speaker  Stephen Breitstone,
Partner, Meltzer, Lippe, Goldstein & Breitstone
| | Speaker  Mary O’Reilly,
Partner, Meltzer, Lippe, Goldstein & Breitstone
| | Speaker  Joy Spence,
Associate, Meltzer, Lippe, Goldstein & Breitstone | |
| | Moderator
Anna Sulkin,
Legal Editor, Trusts & Estates
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| | 2:00 pm: Obstacles When Charities Are Named as Beneficiaries of a Retirement Account Discusses the impediments that can prevent charitable organization from receiving beneficiary proceeds from retirement account administrators—and what estate planners can do to minimize the risks, the delays and the administrative burdens. | |
| | Speaker  Christopher Hoyt,
Professor of Law, University of Missouri-Kansas City
| | Speaker  Jane Ditelberg,
Assistant General Counsel Corporate, The Northern Trust Company
| | Speaker  Johni Hays,
Senior VP, Thompson & Associates
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| | Moderator
Anna Sulkin,
Legal Editor, Trusts & Estates
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| | Panel 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. | |
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