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The Growing Importance of the Uniform Trust Code in the Administration of Trusts
ABA 2011 Trust and Estate PlanningTelephone Briefing Series*

Skip Fox, partner with McGuireWoods LLP, Charlottesville, VA and Tom Abendroth, partner with Schiff Hardin LLP in Chicago, IL will discuss the growing importance of the uniform trust code in the administration of trusts. Get your questions answered by these nationally-recognized attorneys.    

Program Date Thursday, October 6, 2011 • 1:00 - 3:00 p.m. EDST
Per Site Fees**

$255 ABA/FIRMA Member/ABA Service Member 
$385 Non-Member

Registration Register Online  (PDF)
Audio CD Purchase Online
Please note recordings are not eligible for CPE for CPA or CFP credits.
Credits This program has been approved for 2.5 CSOP, CTFA (FID), 2.0 CFP continuing education credits and 2.0 CPEs (Business Law) for CPAs. 
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 discussed include:
The presenters reserve the right to alter the content or emphasis of this program.

  • What is the uniform trust code?
  • Why is it important?
  • What modifications have the states made?
  • The rights of beneficiaries to information
  • Accounting to beneficiaries
  • The growing importance of non-judicial settlement agreements
  • Virtual representation under the uniform trust code
  • When to involve the court.

Speakers

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP, Chicago, IL
  • Charles D. Fox, IV, Partner, McGuireWoods LLP, Charlottesville, VA

Who Should Attend

  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Department Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
Upcoming Topics

*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.