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Care And Feeding Of Long-Term Trusts
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 Export to Your Calendar 1/28/2021
When: 01/28/2021
4:00 PM
Where: Virtual
United States
Contact: Caitlin Borger
855-293-0784


Online registration is available until: 1/27/2021
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Care And Feeding Of Long-Term Trusts

Agenda

4:00-4:10 PM : Introduction and Welcome 

4:10-5:00 PM : Presentation

5:00-5:15 PM : Questions from Audience

5:20-6:00 PM : Breakout Networking

 

Want to suggest a topic for networking discussions? Please click here. 

Registered guests will receive Zoom log-in instructions the day of the event.

 

Speakers

 

Emily Brunner, Senior Wealth Strategist, UBS Financial Services, Inc.

EMILY BRUNNER is a Senior Wealth Strategist with UBS Financial Services, Inc., working with the firm's most significant clients to help coordinate their investments with their estate planning and philanthropic goals. Emily serves as a resource for UBS clients on issues related to tax, estate planning, philanthropy, asset protection, business succession, and wealth planning. Prior to joining UBS, Emily was in private practice as a tax and estate planning attorney at Roberts & Holland LLP. She received her J.D. and LL.M (Taxation) from New York University School of Law.

 

Stephen Liss, Partner, Schiff Harden

 

 

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