| | | Complimentary CE and CLE Virtual Forums This week: Three days of live, interactive forums paneled by
Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts | |
| | Day 3: Thursday, July 15th: 11:00 am and 2:00 pm EDT A variety of estate and wealth planning issues have made it into the news cycle recently. From the growth in cryptocurrency to the habits of Millennials and the prevalence of elder abuse, it’s vital for wealth advisors and estate planning professionals to understand these trends and incorporate them into their planning. Join us tomorrow for Day #3 as we help you get a “GRIP” on the gift estate tax exemption—and overcome obstacles when charities are named as beneficiaries of a retirement account. And don’t forget to check out this week’s full event calendar. | |
| | 11:00 am: Getting a “GRIP” on the Gift Estate Tax Exemption 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. | |
| | Speaker  Stephen Breitstone,
Partner, Meltzer, Lippe, Goldstein & Breitstone
| | Speaker  Mary O’Reilly,
Partner, Meltzer, Lippe, Goldstein & Breitstone
| | Speaker  Joy Spence,
Associate, Meltzer, Lippe, Goldstein & Breitstone | |
| | Moderator 
Anna Sulkin,
Legal Editor, Trusts & Estates
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| | 2:00 pm: Obstacles When Charities Are Named as Beneficiaries of a Retirement Account Discusses 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. | |
| | Speaker  Christopher Hoyt,
Professor of Law, University of Missouri-Kansas City
| | Speaker  Jane Ditelberg,
Assistant General Counsel Corporate, The Northern Trust Company
| | Speaker  Johni Hays,
Senior VP, Thompson & Associates
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| | Moderator
Anna Sulkin,
Legal Editor, Trusts & Estates
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| | Panel Sponsor  | |
| | Single-Click Registration Once you register for one session, simply click on any others
you wish to attend—and you're automatically registered | |
| | WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to non-profits and foundations | | 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. | |
| | Not able to attend the live events? Archived versions of Trusts & Estates Virtual Forums are available for viewing on-demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. Note: Only live attendees qualify for free CE and CLE credits. | |
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