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
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.
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
Counsel, Willkie Farr & Gallager Llp
Steven E. Trytten, Esq., Mba
Partner, Henderson, Caverly, Pum & Trytten Llp
Managing Partner, Kfb Rice, Llp
Willkie Farr & Gallagher Llp
John W. Porter
Partner, Baker Botts
Managing Director, Charles Schwab & Co., Inc.
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.