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Wealth Management and Trust Webinars

 

Trust and wealth management webinars 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.

Keep Me Informed  |  Submit a Topic

Upcoming Wealth/Trust Webinars

Save 10% when purchasing $400 or more of webinars/recordings! Use coupon code LISTEN2LEARN​​​

Check back soon. New webinars are always being added.

 

 2019 Trust Series

 
Purchase individually or choose more to save   Member Non-Member Recorded Suite

ABA's 2019 Trust and Estate Planning Webinar Series features nationally-recognized trust and estate attorneys,Thomas W. Abendroth, partner, Schiff Hardin LLP, and Charles "Skip" D. Fox, IV, partner, McGuireWoods LLP, who will provide you with the latest information on Estate Planning and Trust Administration. *Additional credit opportunities also available.


2019 Series Titles Live Date ABA CEs*
Developments in Life Insurance Planning Sep 5 CTFA
Uniform Acts Impacting Trust and Estates Oct 3 CTFA
Planning with FLPs and LLCs: Alive and Well Nov 7 CTFA
Recent Developments in Estate and Trust Administration (2019)
Dec 5 CTFA, CISP, CRSP
Recorded Webinars


Security and Privacy Issues for Fiduciaries and Clients Feb 7 CTFA, CSOP
Current Issues in Charitable Giving Mar 7 CTFA, CISP
What Should a Married Couple's Estate Plan Be Post 2017? ​Apr 4 ​CTFA
Fiduciary Litigation ​May 2 ​CTFA, CRSP
Tales from the Crypt Jun 6 CTFA
 

 Featured Offering

 

Recorded Webinar Suites

Stay informed on key topics in estate planning and trust administration with one of these recorded suites. Take advantage of substantial savings by 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
Key Custodial Practices for Holding Private Assets in an IRA or HSA ​$210/$310 ​CTFA, CISP, CRSP
Proxy – What You Need to Know in 2019 ​$210/$310 ​CCTS, CSOP
An Introduction to Securities Lending ​$210/$310 ​CSOP
Navigating the New Uniform Fiduciary Income and Principal Act $235/$365 CTFA
Recent Developments in Estate and Trust Administration (2018)
$265/$395 CTFA, CISP, CRSP
HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth $210/$310 CTFA, CRSP
Prudent Investment Rule and Concentration Issues from a Litigation Perspective $265/$395 CTFA
Decanting Issues $265/$395 CTFA
Issues that Arise with Grantor Trusts $265/$395
CTFA
 

 Additional Resources

 

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