NAEPC Webinar: Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
This presentation will include observations on how difficult it has become to do estate planning and wealth preservation for clients when the rules change constantly. It covers tax changes here and abroad (as they impact one another), enforcement changes leading to FATCA, changes in access to information, changes in the nature of families, and changes in the frequency of intra-family litigation, then reviews what changes are likely in transition, which will return to "normal," and which changes are here to stay -- and how best to advise in the meantime.
Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice and national chair of the Private Client Services group. He is also the immediate past chair of the International Estate Planning Committee of the American College of Trusts and Estates Counsel, an officer of the Family Law Section of the International Bar Association and the Treasurer of the International Academy of Estate and Trust Law.
Josh advises closely-held businesses, family offices and private individuals, including high net worth individuals, senior executives, professionals, entrepreneurs, artists and others with unique intellectual property interests. He handles a wide variety of private matters for these clients on a local, national and international level, including personal and estate planning, the administration of estates and trusts, and contested Surrogate’s Court and tax proceedings. He has counseled clients in trust and estates matters for more than 35 years, building relationships with those who value and rely upon his advice.
Josh’s clients say he is “a real polymath – not just a great lawyer, but a great chap to deal with and a safe pair of hands” (Chambers USA). Globally, he is “very highly rated for his cross-border work and is very active on the international trust scene as the treasurer of the International Academy of Estate & Trust Law” (Chambers Global). He focuses on creating sophisticated, yet uncomplicated, solutions for clients. Josh finds unforeseen problems and uses an interdisciplinary approach to resolve those problems, bringing in members of teams that deal with taxes, real estate or corporate and other transactional areas of the law, as necessary.
Josh is a former adjunct professor at Brooklyn Law School and is a frequent lecturer and author. He is regularly quoted in the media, with credits in The New York Times, The Wall Street Journal, New York Law Journal, Citywealth, Forbes, Kiplinger’s, Crain’s, The Washington Post, FOX News, Bloomberg News and CNBC. The Katten Trusts and Estates practice has earned recognition from Society of Trust and Estate Practitioners (STEP) for Best North American Private Client Team (2011, 2012), from Citywealth for International Law Firm – USA (2012, 2013), from Chambers USA for Best Wealth Management Team – Nationwide (2010 to 2015) and from U.S. News for Best Trusts and Estates Team – Nationwide (2010 to 2015) under Josh’s leadership.
A link to Joshua’s full biography: http://kattenlaw.com/Joshua-S-Rubenstein
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs are available live and on-demand (to watch at your leisure) and typically take place on the second Wednesday of each month at 3:00 pm ET.
Individual Webinar Registration Fees
|$40||Accredited Estate Planner® designee|
|$40||Junior/Student (available to any Junior or Student member of any NAEPC-affiliated council or one who is in the process of attaining the AEP® designation by virtue of being enrolled in either the required or an elective course offered by The American College|
|$60||Member of an affiliated local estate planning council or at-large member of NAEPC|
|$250||Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact email@example.com for more information)|
The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.)
$280 Accredited Estate Planner® designee - $360 value
$420 Member of an affiliated local estate planning council or at-large member of NAEPC - $540 value
$700 Non-member - $900 value
$1125 Council meeting / group gathering (one feed to be shown in a single location to a group, additional feeds can be purchased for $25, contact firstname.lastname@example.org for more information) - $2250 value
To register for an individual program, please click on the "register here" option associated with the program you wish to attend. To register for the series, click HERE.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact email@example.com prior to attending your first program if you have any questions with regard to this policy.
Have questions? Download the handy webinar FAQ page HERE!