What’s new—and what’s coming next—in wealth planning that you and your clients need to be prepared for now.
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 estate and wealth professionals to understand these trends and incorporate them into their planning.
Our July forum panels will explore these and other trends and provide constructive guidance on how to handle them in your practice.
Our July forum panels will explore these and other trends and provide constructive guidance on how to handle them in your practice.
Examines common yet often overlooked planning issues that can arise with married couples—and best practices that can help keep the representation celebrate many anniversaries.
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.
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.
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.
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.
Discuss 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.
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Live CE and CLE Virtual Forums
Six, one-hour sessions spanning three days
- The Estate Planner as a Third Wheel
- Elder Abuse and How to Prevent It
- The Fiduciary’s Guide to Cryptocurrency
- Taking the Next Step: Educating Your Trust Clients
- Get a “GRIP” on the Gift Estate Tax Exemption
- Obstacles When Charities Are Named as Beneficiaries of a Retirement Account
Continuing Education (CE) Credits
6 sessions / 6 credits – FREE for live attendees
Continuing Legal Education (CLE) Credits
6 sessions / 6 credits – FREE for live attendees
Premiere Event CLE Discount
Save 20% — Pay Only $144
Use discount code: WMTECLE2
Use discount code: WMTECLE2
Platinum 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.
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