Browsing Category

Hot Topics

Join our experts as they share essential valuable information on hot topics relevant to your practice and clients. Our presenters include revered estate planning and elder law attorneys, such as Jonathan G. Blattmachr, Howard Zaritsky, Michael Graham, and Andrew Hook.

Filter by Categories
Webinars
Drafting
Hot Topics
On-Demand
Roundtable

Administration of Irrevocable Trusts: Practical Tips for Practitioners

How can practitioners (CPAs, wealth advisers, attorneys, and insurance consultants) assist clients in the operation and administration of irrevocable trusts?  What preliminary steps might be helpful to take to guide clients on proper trust administration?  How can advisers facilitate more accurate and efficient trust administration?  In this…
Read More...

ESG Investing in Trusts

InterActive Legal CEO, Vanessa Kanaga moderates a WealthManagement.com webinar on ESG Trusts (Environmental, Social, and Corporate Governance). Topics will include a brief history of ESG investing, the current framework for choosing and

Estate and Related Planning Today: A Tasting Menu of the Upcoming 47th Annual Notre Dame Tax &…

The Notre Dame Tax & Estate Planning Institute will be broadcast virtually in October. This webinar will give practitioners a preview of some of the many topics to be addressed at this year’s Institute.

We use cookies to make interactions with our websites and services easy and meaningful, and to tailor advertising. May we have your consent to use cookies to track your activities? Accept Read our Privacy Notice.