| | Live, Interactive CE and CLE Virtual Forums November 9th and 10th
Four Complimentary, One-Hour Sessions At Trusts & Estates, we’re fortunate to have an esteemed editorial advisory board, composed of leaders in the estate planning and wealth management industries. And we’re equally fortunate that they’re willing to share their accumulated wisdom with you at our special November 2021 wealth planning forum. Join us as they provide you with the latest news and trends in their respective disciplines, including estate planning and taxation, philanthropy and international practice. Register | |
| | 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 | | Gold Sponsors 
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| | Advisory Board Committee Reports VIRTUAL FORUM EVENT TOPICS Four CE/CLE Sessions (November 9-10, 2021) | |
| | Tuesday, November 9th 11:00 am ET: Taxing the Wealthy Our panelists discuss their views on proposals being floated by Senators and the Biden administration, whether they will actually accomplish their intended goals, and whether we should even have an estate tax at all. | |
| | Speaker 
Turner P. Berry, Partner,
Wyatt, Tarrant & Combs
| | Speaker 
Jonathan Blattmachr, Principal,
ILS Management
| | Moderator 
Susan Lipp, Editor-in-Chief,
Trusts & Estates | |
| | 2:00 pm ET: Trustee Intake Process in Estate Litigation Experts present a primer on the trustee intake process (and beyond) from a litigator’s point of view. Topics covered will include what to look for in a trustee; what to consider when asked to be a trustee, and monitoring your charges after you’ve become a trustee. | |
| | Speaker 
Jay W. Freiberg, Partner,
Elman Freiberg
| | Speaker 
Jeremy Mellitz, Attorney, Law Offices of Jeremy Mellitz
| | Moderator
Susan Lipp, Editor-in-Chief,
Trusts & Estates | |
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| | Panel Sponsor
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| | Wednesday, November 10th 11:00 am ET: When Things Go Sideways For Covered Expatriates: Possible U-Turns and Solutions A close look at the potential liability for taxers and/or penalties that apply to certain individuals who gave up their U.S. citizenship and/or their U.S. permanent residence visa (Green Card) at some time in the past. | |
| | Speaker 
Melvin Warshaw, Tax Lawyer, Melvin A. Warshaw, Esq.
| | Speaker 
Lawrence M. Lipoff, CPA, CohnReznick
| | Moderator
Susan Lipp, Editor-in-Chief,
Trusts & Estates | |
| | 2:00 pm ET: Proposed Legislative Changes That Affect Charitable Giving Our panelists will discuss the recently issued Green Book that could impact charitable giving, including the funding of split-interest charitable trusts using appreciated assets, and the significant benefits that will remain even if the Green Book proposals are enacted. | |
| | Speaker 
Sandra G. Swirski, Partner,
Urban Swirski & Associates
| | Speaker 
Robert F. Sharpe, Jr., CEO,
Encore
| | Moderator 
Jenni Davenport, VP Software Solutions/Editor-in-Chief, WealthCounsel
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| | Panel Sponsor
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| | 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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