Chamberlain Hrdlicka's Tax Forum in Atlanta on June 23, 2022
Chamberlain Hrdlicka's Tax Forum at the Crowne Plaza at Ravinia from 7:20 - 9:00 a.m. will take place on Thursday, June 23, 2022. This event is open to the public and is available to anyone who registers.
This presentation will incorporate lessons learned from decades of experience in sophisticated trust and estate planning in order to provide the sophisticated advisor with a crash course in the A-B-C’s of being a Marquis Trustee – best in class. We will also address issues to consider when accepting or resigning from trusteeship, the duties, obligations, and risks of serving as a Trustee, and how to go above and beyond those duties to provide value to your friends, family, or clients.
Speakers: Moderator: J. Scot Kirkpatrick and Panel: Steven M. Wyatt, Stephen C. Heymann, Jasmin Severino
Topic: How to Be a Marquis Trustee: Fiduciary Duties, Liabilities, and Tax Savings Opportunities
Two hours of CPE credit for CPA’s recommended to State Board for attendance at this Forum.
1.5 hours of CLE credit has been requested. No prerequisites for this Tax Forum
Breakfast is included. Admission is available to all who register.