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Estate Planning › Webinars › Wealth Management

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Preparing and Protecting Your Estate Plan for Rising Interest Rates - November 30th, 12:00 pm - 1:00 pm ET

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From 2010 to 2021, interest rates remained at historically low levels, and as a result, many estate plans were designed to work best in such environments. However, with the rise in interest rates, it is crucial to consider...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Trust Planning 101: Grantor Trusts - June 20th, 12:00 pm - 12:45 pm ET

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Grantor trusts allow for tax deductions on income generated by trust assets whereas non-grantor trusts do not allow for these deductions. It is crucial for people to carefully decide which type of trust is best for their...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Hello 2023: What 2022 Estate and Trust Developments Mean for the New Year - January 19th, 12:00 pm - 12:30 pm ET

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2022 saw a number of changes to legislation affecting trust and estate planning and administration, including some revisions to tax guidelines. In this webinar, Whitney O’Reilly will recap key updates from the previous year,...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Top 10 Mistakes Trustees Make and How to Avoid Them - January 27th, 12:00 pm - 1:00 pm ET

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A successful trust administration starts with the right trustee. Whether you have been appointed as a trustee in someone’s will or trust or need to appoint someone as trustee in your own will or trust, you must understand the...more

McDermott Will & Emery

[Webinar] 2021 Trust & Estate Controversy Forum - September 23rd, 9:30 am - 1:30 pm PDT

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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...more

McDermott Will & Emery

[Webinar] Private Client Virtual Forum | CryptoTrustees – Estate Planning & Cryptocurrency - June 17th, 10:00 am - 11:00 am PDT

McDermott Will & Emery on

Join us as we discuss the issues facing trustees and individuals holding cryptocurrency or seeking to invest in cryptocurrency. We will explore the evolving regulatory environment as well as evolving estate planning...more

Blank Rome LLP

[Webinar] The State of Your Estate: Strategically Optimize and Protect Your Assets in a Changing Climate - April 8th, 11:00 am -...

Blank Rome LLP on

With a new administration in Washington, D.C. comes new challenges and opportunities. One area that merits attention is your estate plan. Even during this time of uncertainty regarding future legislation, the strategic use of...more

Williams Mullen

[Webinar] 12th Annual Fiduciary Focus - February 26th, 9:00 am - 12:00 pm ET

Williams Mullen on

We invite you to attend our 12th Annual Fiduciary Focus program on Friday, February 26 – this year from the comfort of your desk. Our team will provide timely updates on wealth planning, including navigating potential changes...more

Robins Kaplan LLP

[Webinar] Ripped from the Case Law - October 13th, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Robins Kaplan LLP

[Webinar] Representations of Wealth Planning and Conflict in Film and Literature: What Can We Learn from Such Depictions? -...

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

McDermott Will & Emery

[Webinar] Trust & Estate Controversy Virtual Forum | Offshore Roundup - September 24th, 12:00 pm - 1:00 pm EDT

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Sarah Gabbai, Nicholas Holland, Lynsey McIntyre and Ziva Robertson will discuss recent vital regulatory and jurisprudential developments for international fiduciaries. The panel will discuss: - Reporting obligations...more

Robins Kaplan LLP

[Webinar] Panel: The Influence of News and Other Media on Client Expectations - October 1st, 1:00 pm - 2:00 pm CT

Robins Kaplan LLP on

Producers, writers, and reporters have long been fascinated with high-stakes wealth, estate and trusts, and shareholder disputes. Whether tragic or comic, the drama between clients, families, business partners, as well as the...more

Farella Braun + Martel LLP

[Webinar] Estate Planning During Uncertain Times - September 22nd, 9:00 am - 10:00 am PT

Farella Braun + Martel LLP on

Estate planning for vineyard and winery owners has come to the forefront during this unpredictable pandemic and in light of the upcoming general election. There may be things out of your control, but your estate plan isn’t...more

McDermott Will & Emery

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

McDermott Will & Emery on

Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more

Williams Mullen

[Webinar] Virtual Tax Forum: Tax and Wealth Planning Updates - August 5th, 12:00 pm - 1:00 pm ET

Williams Mullen on

COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Asset Protection 101: Are You and Your Family Protected from Litigation, Creditors, and Divorce? - January 23rd, 12:00...

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It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so...more

BakerHostetler

[Webinar] Where are you now and where would you like to be? Trust Nexus - September 18th, 12:00 pm ET

BakerHostetler on

A trust is a trust is a trust, right? But overlooking the trust situs can be a big mistake - it may govern creditor protection, privacy, reporting obligations, and maybe most important, influence state income taxation. Learn...more

Locke Lord LLP

[Webinar] Issues and Recent Developments in Art Law - October 5th, 11:00am ET

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Please join Christie's and the Locke Lord LLP Art Law Group for an overview of the art market and key legal issues....more

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