Live, Interactive CE and CLE Virtual Forums

December 6-8

Four Complimentary, One-Hour Sessions

Inflation and the economy are the biggest issues for voters leading up to the mid-term elections — and for wealth planning professionals who need to consider the profound impact rising inflation can have on financial planning in the areas of retirement and taxes in the coming year.

This forum will explore planning strategies around interest rates and other market conditions affecting savings and investments in 2023, including giving strategies best suited to withstand the current economic pressures; situations that may cause estate plans to fall short of achieving their intended purpose; privacy and safety issues of donors on all sides of divisive issues in the wake of Dobbs; and defensive practices for attorneys at each stage of estate planning. Register Here

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

Program Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Wealth Planning Strategies for 2023

VIRTUAL FORUM EVENT TOPICS

Four CE/CLE Sessions (December 6-8, 2022)

Tuesday, December 6th

Strategizing Around Interest Rates:
How Donors Can Maximize Impact
11:00 am ET

As donors faced with tighter budgets wonder how to maximize a charitable gift’s impact, our panel explores several giving strategies best suited to withstand the current economic pressures while providing meaningful benefits to both donors and charitable recipients.

Speaker

Shea McCabe, Analyst,
Wealth Strategies
Alliance Bernstein

Speaker

Jennifer Goode, Director, Wealth Strategies Research
Alliance Bernstein

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

Can Your Client’s Family Live in the Plan You Create?

2:00 pm ET

This panel examines the causes of estate plans that fall short of achieving their intended purpose — including case study vignettes of advisors and families taking a holistic approach and creating qualitative estate plans that address both the structural and cultural elements.

Speaker

Stacy Allred, Head of Family Engagement and Governance
First Republic Investment Management

Speaker

James E. Hughes, Jr., Esquire

Speaker

Mary Duke, Founder
High Road Advisors

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Wednesday, December 7th

Donor Privacy in the Wake of Dobbs

11:00 am ET

Our panelists explore the history of donor privacy in the wake of the recent U.S. Supreme Court Dobbs decision that overturned Roe v. Wade and brings to the forefront the importance of privacy and safety of donors to all sides of divisive issues.

Speaker

Sara Barba, Vice President

Integer LLC

Speaker

Elizabeth McGuigan, Senior Director of Policy and Governance

Philanthropy Roundtable

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

Thursday, December 8th

Defensive Practice Tips for Estate Planners

11:00 am ET

Following several recent high profile malpractice cases against estate planners containing common allegations, it’s prudent for practitioners to re-evaluate practices — and our panelists will discuss defensive practices for attorneys to implement at each stage of estate planning.

Speaker

Sandra Glazier, Partner

Lipson / Neilson

Speaker

Martin Shenkman, Founder

Shenkman Law

Moderator

Susan Lipp, Editor-in-Chief,
Trusts & Estates

Panel Sponsor

Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live Attendees:CFP, CIMA®, 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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