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Curriculum | Wealth and Trust School Level 2

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Continue to refine and augment your skills at the Wealth and Trust School Level 2. You will build upon and expand on basic concepts in the context of the financial lifecycle. Participants will discuss:

  • Tax Planning
  • Estate Planning
  • Special Needs Trust
  • Portfolio Management
  • Stocks, Bonds and Investments
  • Insurance

2022 Schedule

All times are in ET.


  • Tues, Nov 8

  • Wed, Nov 9

  • Thurs, Nov 10

  • Tues, Nov 15

  • Wed, Nov 16

  • Thurs, Nov 17

Tues, Nov 8

12:00 PM - 2:15 PM

Federal Estate Tax

2:30 PM - 4:15 PM

Generation-Skipping Transfer Tax




Wed, Nov 9

12:00 PM - 3:15 PM

Fiduciary Income Tax

3:30 PM - 5:45 PM

Post-Mortem Tax Planning

Thurs, Nov 10

12:00 PM - 2:15 PM

Estate Planning for the Business Owner

2:30 PM - 4:15 PM

Introduction to Trust Administration

Tues, Nov 15

12:00 PM - 1:30 PM

Special Needs Trusts

1:45 PM - 3:15 PM

Developing a Personalized Wealth Management Strategy

3:30 PM - 5:15 PM

Prudent Portfolio Management

Wed, Nov 16

12:00 PM - 1:15 PM

Stock Selection and Analysis

1:30 PM - 3:00 PM

Bond Selection and Analysis

3:15 PM - 5:15 PM

Investment Products

Thurs, Nov 17

12:00 PM - 1:30 PM

Planning Considerations for Life Insurance

1:45 PM - 3:15 PM

Life Insurance Policies

3:30 PM - 5:15 PM

IRAs and Qualified Retirement Plans

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.