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ABA 2009 Trust and Estate Planning
Telephone Briefing Series*
A series of nine, two-hour telephone briefings will be presented from 1:00 p.m. to 3:00 p.m. ET between February and December 2009. Get real time solutions by participating in these informative programs.
Nationally-recognized attorneys, Thomas W. Abendroth, partner with the Chicago law firm of Schiff Hardin LLP and Charles D. ("Skip") Fox IV, partner with McGuireWoods LLP in Charlottesville, Virginia, will provide you with in-depth analysis on a variety of important estate planning and trust administration topics. The two hour format allows sufficient time for Skip and Tom to thoroughly address the topics and to answer any questions you may have.
| Program Date |
Thursday, February 5 - December 3, 2009 • 1:00 - 3:00 p.m. ET |
| Per Site Fees** |
$255 ABA/FIRMA Member/Service Member • $385 Non-Member |
| Registration |
Click on the links found below to register for each program. |
| Audio CD |
Click on the link below to order a CD of the program |
| Credits |
This series has been approved for CFP, CPE and ICB credits. See below for specifics. |
Topics to be addressed
The Certified Financial Planners Board (CFP) has granted
2.0 continuing education credits for each of these programs with the exception of the October 1, 2009 program:
- Estate Planning With a $3,500,000 Applicable Exclusion Amount
[Feb 5, 2009; 2.0 CPE; 2.5 CTFA (Tax)]
- The Fantastic Flexible Charitable Remainder Trust
[March 5, 2009; 2.0 CPE; 2.5 CTFA (Tax)]
- Best Practices for Administering Individual Retirement Accounts
[April 2, 2009; 2.0 CPE; 2.5 CTFA (FP); 2.5 CISP; 2.5 CRSP; 2.5 CSOP]
- Working with Trust Professionals: The Views of Experts and Beneficiaries
[May 7, 2009; 2.0 CPE; 2.5 CTFA (FID)]
- Tales from the Crypt III -- A Review of Mistakes Made by Executors, Trustees, and Estate Planning Professionals and How to Avoid Them
[June 4, 2009; 2.0 CPE; 2.5 CTFA (FID)]
- Family Limited Partnerships and Limited Liability Companies: Is There Still a Pulse?
[Sept 3, 2009; 2.0 CPE; 2.5 CTFA (Tax)]
- Estate Tax Legislation Update – What's Percolating in the Halls of Congress?
[Oct 1 2009; 2.0 CPE; 2.5 CTFA (Tax)]
- Dealing with a Difficult or Impaired Customer or Client
[Nov 5; 2.0 CPE; 2.5 CTFA (FID)]
- Recent Developments in Estate Planning
[Dec 3; 2.0 CPE; 2.5 CTFA (Tax)]
Audio CDs for each telephone briefing will be available for purchase
7-10 days after the airing of the program.
Speakers
- Thomas W. Abendroth is a partner in the Chicago firm of Schiff Hardin LLP. He concentrates his nationwide practice in the fields of estate planning, federal taxation and business succession planning.
- Charles D. ("Skip") Fox is a partner in the Charlottesville law firm of McGuireWoods LLP. He concentrates his nationwide practice in the fields of estate planning, estate administration, trust law and charitable organizations.
Who Should Attend
- Trust Officers
- Estate Planners
- Trust Counsel
- Trust Department Managers
- Wealth Managers
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- Private Bankers
- 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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