Briefings Calendar

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Briefings 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.

December 2016

Dec 14 Compliance/Risk
Managing 2017 Compliance Priorities

January 2017

Jan 26 Compliance/Risk
AML Compliance Risks Specifically Related to Payment Companies (Information available soon)

February 2017

Feb 2 Wealth Management/Trust
Current State of Asset Protection

March 2017

Mar 2 Wealth Management/Trust
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques 

April 2017

Apr 6 Wealth Management/Trust
Trustee Liability for Investments -- A Review of the Current State of the Prudent Investor Rule; Delegation; and Direction

May 2017

May 4 Wealth Management/Trust
Fiduciary Litigation Roundtable 

June 2017

Jun 1 Wealth Management/Trust
Planning in Illiquid Estates 

September 2017

Sep 7 Wealth Management/Trust
Retirement Benefits 

October 2017

Oct 5 Wealth Management/Trust
A New Look at Distribution Standards

November 2017

Nov 2 Wealth Management/Trust
Planning for the Elderly. What Can and Should Be Done for an Increasingly Aging Population 

December 2017

Dec 7 Wealth Management/Trust
Recent Developments in Estate and Trust Administration 

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Program Questions? Please contact Linda Shepard / Cari Hearn.