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ABA What Trust Professionals Need to Know about the Uniform Trust Code Telephone Briefing*
Skip Fox, partner with McGuireWoods LLP in Charlottesville, Virginia, and Tom Abendroth, partner with the Chicago law firm of Schiff Hardin LLP will discuss what trust professionals need to know about the Uniform Trust Code during this recording of the live, two-hour telephone briefing held on March 6.
Join us for this informative program and get your questions answered by these nationally-recognized attorneys.
| Program Date |
Audio CD Now Available |
| Audio CD Fees** |
$255 ABA/FIRMA/Service Member • $385 Non-Member |
| Registration |
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| Audio CD |
Order Online (PDF) |
| Credits |
2.5 CTFA (FID), 2.5 CCTS, 2.5 CRSP, and 2.5 CSOP |
Topics to be addressed
- Applicability
- Structure
- Important Concepts (Qualified Beneficiary, Knowledge, Notice)
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- Creditors
- Reporting to Beneficiaries
- Tools for Managing Fiduciary Risk
| Speakers
- Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
- Charles D. ("Skip") Fox IV, Partner, McGuireWoods LLP, Charlottesville, VA
Upcoming topics
Audio CDs for each telephone briefing will be available for purchase 7-10 days after the airing of the program.
Who Should Attend
- Trust Officers
- Estate Plannners
- Trust Counsel
- Trust Department Managers
- Wealth Managers
- Private Bankers
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- Trust Tax Professionals
- Financial Planners
- CTFAs
- CFPs
- CPAs
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*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.
Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.
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