Why this year-end is more important than any other year for High-Net-Worth Clients.
ABA Telephone Briefing*
While most advisors take a wait and see approach, you can receive the information needed to advise your clients now regarding important actions they need to take before the end of the year. Learn how you can best
help your high-net-clients with practical and effective solutions before time runs out.
During this recording of the ninety-minute, live program held on November 28, 2012, a nationally-recognized attorney, Richard Campbell, partner with Mayer Brown LLP, who specializes in estate planning for high-net-worth clients, discusses estate tax law changes that are likely to take place on January 1, 2013. Rich identifies which clients need to act and examine what actions they should be prepared to take before December 31, 2012. Participants also gain a better understanding of the post-election estate tax landscape.
||Audio Recording Now Available|
|Per Site Fees**
||$225 ABA Member/Service Member • $355 Non-Member|
||Not applicable |
||Purchase Online (PDF)|
Please note recordings are not eligible for CPE for CPA credits.
||This recording has been approved for 2.0 CISP, 2.0 CSOP, 2.0 CTFA (TAX) credits.|
The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.
Topics to be discussed include:
- Possible Transfer Tax Law changes for 2013
- What issues advisors should raise with their clients before 2013
- What your clients could lose by inaction before December 31, 2012
- Actions your clients should take in 2012.
- Richard A. Campbell, Partner, Wealth Management Group, Mayer Brown LLP
Who Should Attend?
- Trust Officers
- Estate Planners
- Trust Counsel
- Trust Department Managers
- Wealth Managers
- Private Bankers
- Trust Tax Professionals
- Financial Planners
- CTFAs, CPAs and CFPs
**Each site license (registration fee) entitles you to one connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.
Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.