Complimentary CE and CLE Virtual Forums

This week: Two days of live, interactive forums paneled by
Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts

Day One: Tuesday, February 7th

Widespread inflation, rising interest rates and market uncertainty continue to drive the major concerns for wealth planners who need to consider the impact these issues will have on financial planning in the coming year.

On Day One, we’ll explore the challenges with providing planning advice to clients with limited English proficiency, and what's now required under the Corporate Transparency Act.

Communicating With Clients Who Have

Limited English Proficiency (LEP)
11:00 am ET

Examines issues estate-planning professionals must face when working with clients who have LEP — an issue that has gained importance as the foreign-born population in the United States continues to increase.

Speaker

George Phelan, Judge (Retired)
Massachusetts Probate
and Family Court

Hosting

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

Panel Sponsor

The Corporate Transparency Act: Our New Normal

2:00 pm ET

Explores the details around what’s required under the Corporate Transparency Act — including who is a Reporting Company, what must be reported and the two types of Beneficial Owners.

Speaker

Stephen Liss, Partner
ArentFox Schiff

Hosting

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

Single-Click Registration

Register for one forum, click on any other sessions —
and you’re automatically registered for all

WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to nonprofits and foundations

Program Manager

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

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 following the broadcast. Register today and receive an email with login instructions once the replay is available. Note: Only live attendees qualify for free CE and CLE credits.

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