Irit Gertzbein

Counsel, Legal & Regulatory Compliance

All Sessions by Irit Gertzbein

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Day 1: Jun 17, 2020

4:00 pm

4:00 pm

Managing Your Regulatory Obligations on Estate Taxes, Trusts and Powers of Attorney

With wealth transfers growing, firms are finding more clients are approaching financial managers for guidance on managing their estates. Avoid possible fines and break through the complicated compliance requirements necessary to deliver accurate advice to clients. Take back practical solutions for:

  • Meeting your clients’ biggest challenges on estate taxes, trusts, and wills
  • Remaining compliant on all aspects of estate planning advice
  • Determining how to advise registrants and clients on foreign estates and taxes
  • Building an estate planning program that can be a regulatory model


Reduce confusion, avoid censure and improve your ability to deliver advice on estate planning

Day 2: Jun 18, 2020