The Virtual Conference for Experienced Estate Planners Returns
Our next Advanced Estate Planning Summit is around the corner! This Summit will address sophisticated estate planning strategies and topics of interest—from trust protectors and charitable tax planning, to grantor retained annuity trust (GRATs) and beneficiary deemed owner trusts (BDOTs). This is your chance to hear from nationally-recognized speakers, earn up to 5 CLE credits, and gain practical insights to use immediately in your practice.
Read about the event details below or visit the registration page for more information.
Speakers
Agenda
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Wednesday, March 8, 2023 |
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12:00 PM - 1:30 PM (ET) |
The Trust Protector – Trustee Watchdog or Expensive Exotic Pet? |
Karen L. Witherell and Alexander A. Bove, Jr. - Bove & Langa Law Firm |
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1:30 PM - 1:45 PM (ET) |
Break |
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1:45 PM - 2:45 PM (ET) |
The New Normal for Charitable Tax Planning |
Justin T. Miller - Evercore Wealth Management, LLC |
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2:45 PM - 3:15 PM (ET) |
Break |
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3:15 PM - 4:45 PM (ET) |
Understanding the Beneficiary Deemed Owner Trust |
Edwin P. Morrow III - Huntington National Bank |
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4:45 PM - 5:00 PM (ET) |
Break |
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5:00 PM - 6:00 PM (ET) |
Grantor Retained Annuity Trusts
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Jeremiah W. Doyle - BNY Mellon |
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Thursday, March 9, 2023 |
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1:00 PM - 2:30 PM (ET) |
Practical Applications Lab |
Phoebe Stone - WealthCounsel LLC |
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