The T&E Inner Circle: Estate Planning Expert Sessions, are subscriber-exclusive webinars featuring discussions on timely and critical topics, providing valuable insights and strategies from leading experts in the field.
Our speakers are recognized subject matter experts with extensive experience in estate planning topics. During these events, you’ll have the unique opportunity to listen to their insightful presentations and engage directly with them during the Q&A session.
Upcoming Webinars:
June 1, 2026: Pondering Portability
Dive into the complexities of portability with our expert speakers as they expand on their article, “Pondering Portability,” featured in the June edition of Trusts & Estates. Learn about the existing law, when portability is a useful strategy, and potential pitfalls to avoid. Gain practical guidance for planning and administration.
July 13, 2026: Dual Spousal Lifetime Access Trusts (SLATs)
Discover how SLATs empower high-net-worth (HNW) and ultra-high-net-worth (UHNW) couples to gift assets to dynasty trusts for future generations while retaining access and control over gifted assets.
August 3, 2026: Asset Protection Planning
Stay ahead of recent developments in asset protection planning, including divorce risk, AI transformation, court case guidance, and innovative approaches to piercing estate plans and irrevocable trusts in divorce cases.
September 2026*: AI’s Impact on Estate Planning
Explore how AI is transforming estate planning practices. Learn how to automate tasks, communicate value propositions, and leverage predictive analytics to enhance your services.
October 5, 2026: Legal Planning for the Disposition of Embryos
Navigate the evolving legal landscape surrounding the disposition of embryos. Gain insights into key legal issues, essential documents, and strategies to reduce conflict while respecting personal intent.
November 16, 2026: Mid-Term Election Results and Estate Planning
Join us for a discussion on how mid-term election results may influence estate planning strategies and what they may mean for estate planners moving forward.
This exclusive webinar series is just one of the many benefits available to T&E subscribers.
Subscribe Now to gain access to The T&E Inner Circle and other subscriber-only benefits.
Once you subscribe, you will be automatically registered for these upcoming events. A calendar invite will be sent to you prior to the event.
*date to be confirmed
