2026 Delaware Trust Conference – BLS is Presenting
October 28 @ 9:45 am - 10:45 pm
Karly Laughlin, CPA, AEP is co-presenting at the 2026 Delaware Trust Conference!
2026 Delaware Trust Conference
October 28, 2026
9:45 – 10:45 a.m. – Plenary Session 2 (60 minutes) – Group Live
At the Crossroads
A discussion at the intersection of wealth management, estate planning, and tax advisory. Topics will include important issues such as inter-disciplinary communication between
wealth planners, accountants and counsel, defining each professional’s role and responsibilities, and strategies to maximize benefits to our clients.
Presented by:
Jeff Cowley, Senior Vice President, Senior Wealth Strategist, Citizens Private Wealth
Zach Haupt, Special Counsel, Morris, Nichols, Arsht, and Tunnell, LLP
Karly Laughlin, Director, Belfint, Lyons, & Shuman, CPAs
Find out more here: 2026 Delaware Trust Conference
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