Lessons for Independent Trustees

Global uncertainty, another crypto crash, drastic changes to the tax laws and rapidly rising inflation… being an independent trustee these days can be extremely challenging.

Challenging Times for Fiduciaries

Being an independent trustee is not an easy job.  And it didn’t get any easier the last 2 years.

From Crypto Crashes to Inflation

In this CLE you will learn new tips & techniques for working with fiduciaries and gain numerous insights into important estate planning topics in these times of global unpredictability. This course will benefit independent trustees, attorneys and fiduciaries when working with wealth managers, CPAs, family advisors and insurance professionals. To access the course please click here: From Crypto to Inflation: Lessons for Independent Trustees from the ITA Conference.

CLE Topics: ITA Annual Conference 2022

* Maintaining Client Confidentiality From Anywhere In Our New Remote World

* Estate Tax Issues From The New Administration

* Managing Trusts In An Inflationary Environment

* How To Handle Distributions From Trusts

* Cryptocurrency Pointers For Trustees & Administrators

* Understanding Trustee Liability

The speakers at the Independent Trustee Alliance (ITA) Annual Conference include: Jeff Chadwick, Esq., Dan Seff, CPA, CVA, David Askenase, CFA, David F. Johnson, Esq., Jeremy Lau, CFA, CFP & Jared Ong, CFP and Judith Pearson, CEO.

This CLE course is offered in the following states:

* Alaska (AK)

* Alabama (AL)

* Arizona (AZ)

* California (CA)

* Connecticut (CT)

* District of Columbia (DC)

* Illinois (IL)

* Maryland (MD)

* Massachusetts (MA)

* Michigan (MI)

* Missouri (MO)

* New Hampshire (NH)

* New Jersey (NJ)

* New York (NY)

* North Dakota (ND)

* Pennsylvania (PA)

* South Dakota (SD)

* Vermont (VT)

Attorney Credits offers CLE for attorneys in Texas (TX) and around the country. For more information about CLE in Texas please click the following link: TX CLE.