This site uses cookies to improve your browsing experience, gather site analytics and activity, track shopping cart contents, and deliver relevant marketing information.
View our privacy policy and manage your settings here. By using our site you agree to these terms.

Tales from the Crypt

Thursday, June 6, 2019 • 1:00 - 3:00 p.m. ET

2.5 CTFA

Mistakes made by fiduciaries and estate planning professionals and how to avoid them will be discussed.

This webinar is an excellent business development opportunity; invite outside counsel to attend this informative program at your location.

Discussion Highlights:

  • Issues in trust administration
  • Mistakes on tax returns
  • Valuation issues
  • Misuse of the GST tax exemption
  • Fiduciary litigation issues
  • Maintaining confidentiality
  • Mistakes with charitable trusts

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP
  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

 

 Continuing Education Credits

 

ABA Professional Certifications has approved this program for 2.5 CTFA continuing education credits for the live program and the recording. 

The Certified Financial Planners Board has approved this webinar for 2.0 continuing education credits. Recordings are not eligible for CFP credits.

CPE logoThis group-live event is eligible for 2.0 CPE credits for CPAs (Business Law). Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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

 

 Purchase

 

Live Webinar or Recording


Live registration provides a connection for one room where unlimited listeners can be present, and streaming recording access FREE for 7 days.

Suite Savings!
The recorded program is also available as part of the 2019 Trust & Financial Advisor Services Recorded Webinars Suite.

 

 Audience

 
  • Trust Officers
  • Estate Planners
  • Trust Counsel
  • Trust Dept. Managers
  • Wealth Managers
  • Private Bankers
  • Trust Tax Professionals
  • Financial Planners
  • CTFAs, CPAs and CFPs
 

 Related Programs

 
 

 About ABA Briefings