WTE Morning 3 #6: Complimentary Webinars, Charts, Community

(1) Today: Three More  Complimentary CE and CLE Virtual Forums from Trusts & Estates

You can register for the following webinars at Planning for the Future: June 1-2, 2022:

• Ethics and Charitable Giving
  - Time: June 2, 2022, at 11:AM EDT
  - Speaker: Conrad Teitell, Principal at Cummings & Lockwood's Private Client's Group
  - Speaker: Heather Rhoades, Chairman at Cummings & Lockwood's Private Client's Group
  - Speaker: Jeffrey D. Haskell, Chief Legal Officer at Foundation Source
  - Moderator: Susan Lipp, Editor in Chief of Trusts & Estates
• Adding Elder Law to Your Practice
  - Time: June 2, 2022, at 2:00 PM EDT
  - Speaker: Jim Wolverton, Director of Education at ElderCounsel
  - Moderator: Susan Lipp, Editor in Chief of Trusts & Estates
• The Role of Life Settlements in Estate Planning
  - Time: June 2, 2022, at 4:15 PM
  - Speaker: Todd I. Steinberg, Partner at Loeb & Loeb LLP
  - Speaker: Jamie L. Mendelsohn, Executive Vice President at Ashar Group
  - Speaker: Jon B. Mendelsohn, Chief Executive Officer at Ashar Group
  -  Moderator: Susan Lipp, Editor in Chief of Trusts & Estates

(2) More on Charts

In yesterday's, WTE Morning 3, I wrote, "[U]sing charts is one way that I like to think about the law." I also shared a link to a complimentary webinar, "A Wealth Planner’s Guide to Biden’s Green Book."

At the webinar, James Dougherty and Marissa Dungey presented a remarkable chart that compares nine tax proposals during the Biden administration:

I have some thoughts on the use of color:

• I like the use of color in the chart to add another category and visually distinguish the type of tax that is being proposed. I don't think I've used color in this way in charts I created. The typical background colors I use for cells are either yellow or grey – the yellow signifies something important and the grey is for a cell that doesn't apply or for alternate rows. I'm wondering if I can enhance some of the charts I'm working on by using color as a category.
• Although using one color for the entire column is visually consistent, I'm not sure that the last row ("Increased enforcement") can be classified as either "Transfer Taxes," "Wealth Tax," or "Income Taxes."
• I don't know why the last column has three cells where "YES" is bold and red.

(3) A Most Active Member

In WTE Morning 3 #5, I shared questions and a chart that I posted on a New York State Bar Association's listserv. Yesterday, I noticed that I was identified as one of the most active members on the listservs:  

I don't know how often this list gets updated, but I know that I greatly value the discussions on the New York State Bar Association's listservs.