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

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 2018 Trust Series

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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*
Security and Privacy Issues for Fiduciaries and Clients Feb 1 CTFA, CSOP
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

 Recent Recordings


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