Overview | Calendar

Audio CD and handout packages are available for six months after the Telephone Briefing/ Webcast program date. Briefing registrants receive 50% off ABA Member/Non-member price shown for that program's audio.

Please note, audio recordings of ABA Telephone Briefings are not eligible for CPE for CPA credits
or CFP continuing education credits.

Recent Briefings

• Five Essentials to Keeping Your Bank Secure and Relevant
• Top 10 Risks in Trust Administration
• The Changing Payments Landscape – The Here and Now (Part 1 of a 2-part series)
• Have Your Cake and Eat It, Too: Implement Portfolio Best Practices AND Improve Operational Efficiency
• Are You (and Your Subcontractors) Ready for the Final HIPAA / HITECH Rule?
• Estate Planning and Administration in Cyberspace
• New DTCC Updates -- Issues Impacting Corporate Trustees
• Community Bank CRE Stress Testing: A Regulatory Review
• The New Realities of Fiduciary Investing
• Understanding Ability-to-Repay and Qualified Mortgages (Part 1 in a series of 6)
• In-depth: Parsing CFPB's New Servicing Rule (Part 2 in a series of 6)
• HOEPA's Expanded Reach: "High-Cost Mortgages" (Part 3 in a series of 6)
• Escrow and Balloons: What Counts as Small, Rural and Underserved (Part 4 in a series of 6)
• Understanding Mortgage Loan Originator Compensation (Part 5 in a series of 6)
• Appraisals and Higher-Risk Mortgage Loans (Part 6 in a series of 6)

View the complete list of available recordings

Trust and Estates Planning Series

Recordings of the 2013 series will be available for purchase until June 30, 2014: 

• Estate Planning after the 2012 Tax Act: The Sun Did Not Set After All
• Planning for the Elderly and Incapacitated
• Do Trusts Really Create Trust Fund Babies? The Challenges in Wealthy Beneficiaries Leading Fulfilling Lives
• Developments and Trends in Fiduciary Litigation
   

Recordings of the 2012 series will be available for purchase until June 30, 2013:

• Issues Facing Fiduciaries in Post-Death Administration
• Top Ten Fiduciary Income Tax Issues
• The Eroding Protection of Trusts in Divorce
• Fiduciary Litigation Update
• Sales to Defective Grantor Trusts and Other Key Gifting Strategies for 2012 and Beyond 
• The Increasing Importance of International Estate Planning
• The Uses and Misuses of Decanting and Change of Situs
• Diversification or Concentration of Assets: What Should a Trustee Do?
• Recent Developments in Estate and Trust Administration

For additional information, contact KRM Information Services, Inc. at 1-800-775-7654.

​Questions? Please contact Linda Shepard / Cari Hearn for more information.