Course/Activity Detail

Course Description Recorded at the Independent Trustee Alliance (ITA) Annual Conference, this in-depth CLE will teach attorneys new practice points and best pratices 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 include: The Changing Landscape for Estate Planning & Fiduciaries, The Role of the Trust Protector, Panel Discussion with the Bench: Trustees and the Courts, Trustees and the Corporate Transparency Act, How to Interact with Challenged Beneficiaries, cyber liability and a Panel Discussion on Running an Efficient Trustee Practice. The 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.