Briefings/Webcasts Calendar

By Topic  |  Keep Me Informed

Briefings/Webcasts include streaming audio over the Internet so all you need is a computer and a pad of paper. (Audio over the telephone can be provided as an alternative.) Please check back often; new briefings are always being added.

September 2014

Sep 23 Wealth Management/Trust
Implications of Saving, Investing and Future Policy Changes on Today’s Affluent Investor
Sep 23 Mortgage

October 2014

Oct 2 Wealth Management/Trust
Is Your Institution's Bureaucracy Costing You Clients?
Oct 15 Mortgage
Mortgage Loan Servicing - Part 1

November 2014

Nov 6 Wealth Management/Trust
Ticking Time Bombs in the GST Tax
Nov 13 Mortgage
Mortgage Loan Servicing - Part 2

December 2014

Dec 3 Corporate Trust
Litigation, Bankruptcy and Year-end Critical Issues Updates for Corporate Trustees (Coming Soon)
Dec 4 Wealth Management/Trust
Recent Developments in Estate and Trust Administration
Dec 18 Mortgage
Loan Originator Compensation

February 2015

Feb 5 Wealth Management/Trust
Hot Button Tax Issues for the IRS

March 2015

Mar 5 Wealth Management/Trust
Ethical Challenges for Trust Professionals

April 2015

Apr 2 Wealth Management/Trust
Show Me the Money: The Focus of States on Tax Revenues and Its Impact on Estate Planning

May 2015

May 7 Wealth Management/Trust
Fiduciary Litigation Roundtable

June 2015

June 4 Wealth Management/Trust
Critical Concepts in Understanding Community Property vs. Common Law

September 2015

Sep 3 Wealth Management/Trust
A Primer on Decanting

October 2015

Oct 1 Wealth Management/Trust
Choose Your Weapon: The Advantages and Disadvantages of Corporations (C and S), LPs and LLCs

November 2015

Nov 5 Wealth Management/Trust
The Alphabet Soup of Planning and Trust Acronyms and Service Marks

December 2015

Dec 3 Wealth Management/Trust
Recent Developments in Estate and Trust Administration


Program Questions? Please contact Linda Shepard / Cari Hearn.