2013 Trust and Estate Planning Telephone Briefing Series

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The 2013 Trust and Estate Planning Telephone Briefing Series consists of nine, two-hour telephone briefings held monthly from 1:00 p.m. to 3:00 p.m. ET in February through June and September through December.

Nationally-recognized attorneys, Thomas W. Abendroth, partner with the Chicago law firm of Schiff Hardin LLP and Charles D. ("Skip") Fox IV, partner with McGuireWoods LLP in Charlottesville, Virginia, will provide you with in-depth analysis on a variety of important estate planning and trust administration topics. The two-hour format allows sufficient time for Skip and Tom to thoroughly address the topics and to answer any questions you may have.

Program Date	Thursday, February 7 - December 12, 2013 • 1:00 - 3:00 p.m. ET
Per Site Fees** Per Briefing	$255 ABA/FIRMA Member/Service Member • $385 Non-Member
Registration	Online Series Registration Form (PDF) Individual Registration Forms, click on each program below.
Audio CD	Online Series CD Order Form Individual CD Order Form; click on each program below. Please note recordings are not eligible for CPE for CPA or CFP credits.
Credits	This series has been approved for ICB continuing education credits, CPEs for CPAs and CFP (Certified Financial Planners) credits. Credits are posted on each program's web page. *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 addressed:

Has the Sun Set Yet? Estate Planning in 2013 (Feb 7, 2013)
Planning for the Elderly and Incapacitated (Mar 7, 2013)
Do Trusts Really Create Trust Fund Babies? The Challenges in Wealthy Beneficiaries Leading Fulfilling Lives (Apr 4, 2013)
Developments and Trends in Fiduciary Litigation (May 2, 2013)
State Trust Law and Its Influence on Estate Planning (Jun 6, 2013)
ABCs of Estate Planning (Sep 12, 2013)
Defining the Benefits of Discount/Valuation Planning (Oct 3, 2013)
Ethical Issues for Trustees and Their Legal Counsel (Nov 7, 2013)
Recent Developments in Estate and Trust Administration (Dec 12, 2013)

In order to provide listeners with timely information, the presenters reserve the right to alter the content or emphasis of the programs listed above.

Speakers

Thomas W. Abendroth is a partner in the Chicago firm of Schiff Hardin LLP. He concentrates his nationwide practice in the fields of estate planning, federal taxation and business succession planning.
Charles D. ("Skip") Fox is a partner in the Charlottesville law firm of McGuireWoods LLP. He concentrates his nationwide practice in the fields of estate planning, estate administration, trust law and charitable organizations.

Who Should Attend

Trust Officers
Estate Planners
Trust Counsel
Trust Department Managers
Wealth Managers

Private Bankers
Trust Tax Professionals
Financial Planners
CTFAs
CFPs
CPAs

*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).

**Each site license (registration fee) entitles you to one phone connection and one Internet 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.