Global uncertainty, another crypto crash, drastic changes to the tax laws and rapidly rising inflation… being an independent trustee these days can be extremely challenging.
In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. Topics at this year’s Independent Trustee Alliance (ITA) Annual Conference includes: maintaining client confidentiality from anywhere in our new remote world, estate tax issues from the new administration, managing trusts in an inflationary environment, how to handle distributions from trusts, cryptocurrency pointers for trustees & administrators and understanding trustee liability. This seminar will benefit attorneys when working with wealth managers, family advisors, CPAs and insurance professionals.
The speakers at the Independent Trustee Alliance (ITA) Annual Conference include: Jeff Chadwick, Esq., Dan Seff, CPA, CVA, David Askenase, CFA, David F. Johnson, Esq., Jeremy Lau, CFA, CFP & Jared Ong, CFP and Judith Pearson, CEO.