Lion Street Hosts 2021 Trusted Advisors Conference

In July 2021, the top advisors to high-net-worth families and businesses gathered in Las Vegas for Lion Street’s Trusted Advisors Conference.

Attendees can access the conference presentations by clicking each topic on the formal agenda, located here. (Document password sent to attendees via email on July 15, 2021.)

During the Trusted Advisors Conference, Lion Street Firms and their invited guests heard directly from industry experts on a wide range of topics, as follows:

  • Christopher E. Erblich, Office Managing Partner, Husch Blackwell
    What Got Us Here Won’t Get Us There: New Administration and Congress Has Changed the Landscape for Our Clients
  • Ed Slott, Founder and CEO, Ed Slott and Company
    The New Era of Wealth Transfer Planning for IRAs and Defined Contribution Plans – Effective Strategies That Can Be Used to Protect the Largest IRAs
  • Bob Carter, Founder and CEO, Lion Street
    The Firm Behind the Firms
  • Justin Gladieux Senior Vice President – Firm Development, Lion Street
    Beyond the Estate Plan – Modern Retirement Planning Strategies for Business Owners and Their Key Executives
  • Paul S. Lee, Chief Tax Strategist, Northern Trust
    Top Tax and Estate Planning Techniques Today (COVID-19, Covfefe, and Congress)
  • Ken J. Kies, Managing Director, The Federal Policy Group, LLC
    Chaos on Federal Tax and Budget Policy
  • Jay C. Judas, CEO, Life Insurance Strategies Group
    Getting Reacquainted With PPLI & PPVA in an Increasingly Taxed World
  • Michael Fontanini, VP, Advanced Planning and Design, Lion Street
    Life Insurance Techniques That Can Help Control the Damage and Withstand the Test of Tax Reform
  • Marvin E. Blum, Attorney and CPA, The Blum Firm, P.C.
    The Final Wrap Up: Putting a Bow on Your Estate Plan With a Red File