Future of Estate Planning
Mr. Walny will focus on both the current challenges and opportunities facing the estate planning profession. Mr. Walny will draw upon his personal experience having founded a boutique estate planning firm in Milwaukee, Wisconsin, to share insights on where the profession as a whole is headed and how planners can best position themselves to capitalize on these changing trends. The discussion will include a look at how the business model of estate planning has evolved, an analysis of the impact of shifting population demographics, an overview of what (if anything) planners should do in the wake of post-2017 Tax Reform, and a vision for the future of estate planning that includes collaboration between all sectors of the industry and better integrates new technologies.
