Wealth Management/Trust Briefings

Trust and wealth management Briefings and webcasts inform and update your team on timely topics and provide practical solutions, so you can provide better customer solutions, and better perform in this financial climate.

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Upcoming Wealth/Trust Briefings

Save 10% when purchasing $400 or more in Briefings/recordings! Use coupon code LISTEN2LEARN

Title Mem/Non ABA CEs
February 22, 2018
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 2018 Trust Series

Purchase individually or choose more to save   Member Non-Member

ABA's 2018 Trust and Estate Planning Briefing Series features tenured teachers from the ABA Trust Schools, Charles "Skip" D. Fox, IV, partner, McGuireWoods LLP and Thomas W. Abendroth, partner, Schiff Hardin LLP discussing critical information on a variety of estate planning and trust administration topics. *Additional credit opportunities also available.

2018 Series Titles Live Date ABA CEs*
Annual Exclusion Gifts and Other Gifting Strategies Mar 1 CTFA, CISP
Trustee's Duty to Account and Disclose Apr 5 CTFA, CISP, CRSP
Fiduciary Litigation Workshop May 3 CTFA, CRSP
Ethical Issues for Trust Professionals Jun 7 CTFA, CISP, CRSP, CSOP
Issues that Arise with Grantor Trusts Sep 6
Decanting Issues Oct 4 CTFA
Prudent Investment Rule and Concentration Issues Nov 1 CTFA
Recent Developments in Estate and Trust Administration Dec 6 CTFA, CISP, CRSP
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know
(Recording now available)

 Featured Offering


NEW! Recorded Briefings Suites

Stay informed on key topics in estate planning and trust administration with one of these recorded briefings series. Save 35-42% when purchasing a suite, and ABA certification holders earn needed continuing education credits!


 Recent Recordings

Please note: Recordings are not eligible for CPE credits for CPAs or CFP credits.
Recording Title Mem/Non ABA CEs
Recent Developments in Estate and Trust Administration $265/$395 CTFA, CISP, CRSP
Planning for the Elderly. What Can and Should Be Done for an Increasingly Aging Population $265/$395
A New Look at Distribution Standards  $265/$395 CTFA, CISP, CRSP
Robo-Advisors - What Do They Mean for the Wealth Industry? $235/$365 CTFA, CISP, CRSP, CSOP
Retirement Benefits  $265/$395 CTFA, CISP, CRSP
IRAs: Beyond the DOL Fiduciary Rule $235/$365 CTFA, CISP, CRSP, CSOP
Planning in Illiquid Estates $265/$395 CTFA, CISP, CRSP
Fiduciary Litigation Roundtable $265/$395
Challenging Ethical Times: Fiduciary vs. Suitability $235/$365 CTFA, CISP, CRSP, CSOP
Trustee Liability for Investments -- A Review of the Current State of the Prudent Investor Rule; Delegation; and Direction $265/$395 CTFA
The Section 2704 Valuation Rules and their Impact on Advanced Estate Planning Techniques  $265/$395 CTFA, CISP, CRSP
Current State of Asset Protection $265/$395 CTFA, CISP, CRSP

 Additional Resources


​Questions? Please contact Linda Shepard / Cari Hearn for more information.