Recorded at the Independent Trustee Alliance (ITA) Annual Conference, this in-depth CLE will teach attorneys new practice points and best practices for working with trustees, fiduciaries and attorneys in these times of global turmoil, rising inflation and flat-out uncertainty with the looming Presidential election.
Presentations at this year’s ITA Conference include: The Changing Landscape for Estate Planning & Fiduciaries, Economic & Investment Outlook and Implications for Fiduciaries, Establishing a Framework for Making Difficult Decisions, the Role of the Trust Protector, Panel Discussion with the Bench: Trustees & the Courts, Trustees & the Corporate Transparency Act, How to Interact with Challenged Beneficiaries, Cyber Liability: I Don’t Have Custody, Why Should I Worry, and a concluding Panel Discussion on Running an Efficient Trustee Practice. This seminar will benefit attorneys when working with wealth managers, family advisors, CPAs and insurance professionals.
Featured Speakers include Kevin Quinn, Esq., Gregory P. Fasig CFA, CFP, Ryan T. Nelson, CFA, Kelly Nilsson, CFP, CDFA, JD, Christian Kelso, Esq., Hon. Weldon Copeland, Hon. Chris Ponder, Scott D. Weber, Esq., Jim Roberts, Esq., Judith L. Pearson CFA, CFP and Daniel P. Felix, Esq.