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Event Date Thu Jul 21 UTC - Fri Jul 22 UTC (in 2 months)
In your timezone (EDT): Wed Jul 20 8:00pm - Thu Jul 21 8:00pm
Location Virtual
Region All

Advisers are relied upon more heavily to provide perspective and clarity as legislation and regulation evolves. Don’t miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments within estate and trust planning. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.


2022 Speakers

Andrew Katzenstein, Esq.
Partner, Proskauer Rose Llp

Jonathan Lurie, Esq.
Partner, Venable Llp

Bryan Kirk, Esq., Tep, Cfp
Director, Financial & Estate Planning, Fiduciary Trust Company International

Jeremiah W. Doyle Iv, Esq.
Senior Vice President, Bny Mellon Wealth Management

Jacqueline Patterson, Esq., Mbt, Cpa
Owner, Buchanan & Patterson, Llp

Justin Alt
Counsel, Willkie Farr & Gallager Llp

Steven E. Trytten, Esq., Mba
Partner, Henderson, Caverly, Pum & Trytten Llp

Owen Kaye
Managing Partner, Kfb Rice, Llp

Melody Soroudi
Willkie Farr & Gallagher Llp

John W. Porter
Partner, Baker Botts

Michael Townsend
Managing Director, Charles Schwab & Co., Inc.

David Gaw
Founder, Gaw Estate Planning

Steven Siegel, Jd, Llm
President, the Siegel Group

Donita M. Joseph, Cpa, Mbt
Partner, Tax & Accounting Services, Windes

Kevin Urbatsch, Esq.