Lunch and presentation at the Missouri Athletic Club
Speaker: Charles A. Redd
Topic: The Impact of ATRA/Future Estate Planning and Fiduciary Services
About the talk: It is import to the careers of all of us to pay attention to trends in our industry, such as what type of expertise is in high demand, client perceptions of what we offer and, frankly, what types of practice will deliver real value to the client and generate enough revenue to keep us in business. The following issues to be discussed during this presentation will offer you a sense of what the future holds for us:
CPE
. For information regarding program complaint or cancellation policies, please contact our offices at 314-655-5500.
Members will register by accepting the electronic invitation. If you are unable to attend please decline the electronic invitation.
Estate Planning Council of St. Louis is a registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Learning Objective: Learn what issues you should address with your clients about the impact of ATRA
Level of Complexity: Intimidate
Summary: It is import to the careers of all of us to pay attention to trends in our industry, such as what type of expertise is in high demand, client perceptions of what we offer and, frankly, what types of practice will deliver real value to the client and generate enough revenue to keep us in business. The following issues to be discussed during this presentation will offer you a sense of what the future holds for us:
Program topics:
Estate planning services as a product or commodity;
The role of artificial intelligence; and
The emergence of family offices.
The role of artificial intelligence; and
The emergence of family offices.
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session.
Field of Study: Specialied Knowledge and Application
Program Level Intermediate
Prerequisites – There are no prerequisites or advanced preparation for this session
Who should attend?
Everyone at all levels should attend attorneys, financial service professionals, accountants and trust officers.
Speaker bio:
Speaker bio: Clary Redd concentrates his practice in estate planning, estate and trust administration and estate and trust-related litigation. Prior to joining the firm, Clary was a partner with another large law firm where he served as Vice Chair of its Trusts & Estates Practice Group. He was previously employed as a trust administrator by First Wisconsin Trust Company (now U.S. Bank, N.A.) in Milwaukee and as an assistant counsel by Centerre Trust Company of St. Louis (now U.S. Trust, Bank of America Private Wealth Management).
Clary has extensive experience and expertise in: (a) the drafting of wills, trust instruments, durable powers of attorney, marital agreements and other estate planning documents; (b) pre- and post-death tax planning for individuals, trusts and estates; (c) preparation and filing of estate tax returns, gift tax returns and fiduciary income tax returns; (d) representation of individual and corporate fiduciaries; and (e) litigation in the Probate Division and other equity divisions of the Circuit Court. He has worked on estates and estate planning projects, some involving assets valued at over a billion dollars, and has successfully handled numerous estate tax matters, gift tax matters, generation-skipping transfer tax matters, will and trust construction cases, will contests, contests of trust instruments, breach of fiduciary duty cases and other types of cases involving estates and trusts.