Trust Administration During Volatile Markets
Wednesday, February 24, 2021, 1:00 PM - 2:00 PM, ET
Presenters: Jennifer McCarthy and Theresa McGinley
 
WHAT WE’LL COVER
 

Heightened market volatility can be unsettling for clients but can present ideal estate planning opportunities. Fiduciary Trust International trust experts discuss several strategies to take advantage of fluctuating asset prices, including GRATs and using gifts of interests in family businesses or securities, to mitigate gift and estate taxes.

 


This webinar is included for Trusts & Estates and Practice Development Subscribers and provided live complimentary for Business Law Subscribers.

Regular Price: $129 | Trusts & Estates Price: $0 | Trust Administration Price: $0 | Gun Law Price: $129 | Business Law Price: $129 | Practice Development Price: $129
 

CLE:
1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN

No CFP
 

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 02/17/2021

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

 

In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.