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Finseca Report Marketplace Live: The wealth transfer vehicle of choice during uncertain times – the good, the bad, and the ugly of spousal lifetime access trusts

July 15, 2021 @ 11:00 am - 12:00 pm

July 15, 11:00 a.m. – 12:00 p.m. ET

Flexibility is paramount for wealth transfer and estate planning professionals as they help clients navigate the ever-shifting landscape of federal tax policy proposals in 2021. Finseca cordially invites our influencer members and the trusted advisors they partner with to a talk with Jonathan Forster of BakerHostetler for a look at spousal lifetime access trusts.

Keynote Speaker: Jonathan M. Forster, Partner, BakerHostetler


July 15, 2021
11:00 am - 12:00 pm

Politics and Policy Update

Topics: 2022 Tax Policy Reform, Estate tax, income tax, policy

Join Finseca’s host Josh Caron and Bradford Campbell of Faegre Drinker for the most up to date tax developments. You’ll hear about : Potential tax changes in the Build Back Better plan Standards of Conduct and the expiration of the temporary enforcement policy due on February 1st. Register today Have an immediate question? Contact events@finseca.org