Estate Planning in 2026 and Beyond: A Guidebook for Advisors in Times of Change | 2025 has been a year of significant law changes. Many important provisions in the new laws will impact your small, mid-size, and high net worth clients in some way. This presentation will cover key provisions included in the new laws, highlight estate planning strategies from basic to complex, and provide the listener with helpful information to counsel their clients and bring value in times of uncertainty. 

Stephen C. Heymann, Stakeholder, Duncan Spratt | Stephen focuses on helping business owners and high net worth families preserve their hard earned wealth through sophisticated income and wealth transfer tax planning strategies. While tax efficiency is crucial, Stephen understands that clients additionally desire pragmatic planning which will encourage productivity for future generations and minimize the potential for familial disputes over inheritance.

Stephen pairs his technical knowledge with over 10 years of experience in the legal and financial industries as well as the court system. These experiences gave Stephen exposure to the complex financial and non-financial issues high net worth individuals face and provides him with the ability to counsel clients in a holistic manner. 

Stephen is a frequent public speaker on topics in his area of practice and has contributed multiple articles to well known publications in his field such as Bloomberg Tax and Thomson Reuters Estate Planning Magazine.

Economic Outlook: A Monetary Policy Update on the Macroeconomy and Current Economic Trends Impacting Consumers and Businesses | Gain insights into key indicators such as inflation, interest rates, employment trends, and GDP growth, and explore how these dynamics are influencing consumer behavior, business investment, and financial markets. Whether you're a financial professional, business leader, or simply seeking to stay informed, this update will equip you with the knowledge to navigate today’s evolving economic environment with greater clarity and confidence.

Kevin Dancy, Vice President and Regional Executive at the Federal Reserve Bank of Atlanta | He is responsible for the Atlanta Fed's Regional Economic Information Network activities in the state of Georgia. In his role, Kevin collects and synthesizes economic intelligence from business and community leaders throughout the state to bring Main Street insights to the monetary policy process. He also oversees the Sixth District's Community Depository Institutions Advisory Council and serves as a key contributor to the Bank's outreach activities in Georgia.

Kevin joined the Atlanta Fed in 2023 as an assistant vice president in Operations and Administrative Services, where he managed facilities and cash operations at the Miami Branch. Prior to that, he served as corporate secretary and assistant vice president at the Richmond Fed, where he oversaw the Fifth District's boards of directors. He also previously served as a community development advisor at the Dallas Fed. Before his career with the Federal Reserve System, he was an attorney and served as deputy chief of staff for a member of the US House of Representatives in Texas.

Kevin holds a bachelor's degree in administration of justice from Texas Southern University; master's of laws and public administration degrees from Texas A&M University and the University of Houston, respectively; and a juris doctor degree from Texas Southern University.