July 2021

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