September 23rd, 2021
9:30 AM - 1:30 PM PDT
Join us for an interactive webinar focusing on multifaceted issues impacting fiduciaries and beneficiaries in the administration of trusts and estates.
We’ll highlight how to effectively manage controversies when they arise—whether in or out of court—and discuss the following topics:
- Risky Business? Investment Considerations for Trustees & Trust Advisers in the United States & Abroad
- Audit Roadmap: The Art & Science of Navigating a Tax Audit
- Celebrity Estate Plans Gone Wrong
- Forewarned is Forearmed: Advice Abroad – Contrasting the United States, United Kingdom & Canada
Have a question you would like us to answer during the webinar? Click here to submit your query.
Daniel J. Dochylo, Borden Ladner Gervais LLP | National Chair, Estate, Trust & Family Litigation Focus Group
James C. Fee, Internal Revenue Service | Ret. Senior Level Counsel, Global High Wealth Industry in the LB&I Division
Thomas Pauloski, Alliance Bernstein | National Managing Director, Wealth Strategies