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Laying the Groundwork for Trusts in 2030: Tactics and Strategies

Session Speakers
Session Description

Why attend:
Learn how to prepare for changes in trust and estate-planning and how to benefit from them to guide your firm in the decade ahead.

Session details:
Will your firm be well-positioned to succeed in 2030? Getting there involves a combination of auditing, compliance, and risk management to understand the past, succeed in the present, and focus on what lies ahead. Phil Buchanan will share insights into a future in which firms increasingly embrace technology, support and back-office function changes, and where specialization becomes the norm. Discover how to:

  • Use trust and estate planning decisions to stay relevant in the face of automation and artificial intelligence
  • Deploy technology to deliver value while relying on fewer employees
  • Help clients use trusts to achieve their goals in a changing tax and political environment

Additional Information
CIMA-1.5 hrs, CE-1.5 hrs
Education Session
1h 15m
Session Schedule