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Ethical Issues for Trust Professionals

Aired: Thursday, June 7, 2018


2.5 CTFA, 2.5 CISP, 2.5 CRSP, 2.5 CSOP

Earning a client's trust is all-important, and demonstrating ethical behavior is paramount. This two-hour Briefing will review various ethical concerns to fiduciaries.

Discussion Highlights:

  • Competence
  • Timeliness
  • Duty of loyalty and conflicts
  • Confidentiality of communications and information
  • Fees
  • Fairness
  • Gifts to fiduciaries
  • Recommendations of counsel and engagement of counsel

The 2018 Trust and Estate Planning Briefing Series addresses key topics in estate planning and trust administration and allows participants to earn important continuing education credits. Register for multiple Briefings and save. Recordings are available.

This series is an excellent business development opportunity; invite outside counsel to attend these informative programs at your location.

Speakers:

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

 

 

 Continuing Education Credits

 
ABA Professional Certifications approved this program for 2.5 CTFA, 2.5 CISP, 2.5 CRSP and 2.5 CSOP continuing education credits for the live program and the recording. 

Recordings are not eligible for CFP credits.

CPE logoRecordings are not eligible for CPE credits. 

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.
 

 Pricing & Purchasing

 

Online Streaming Recording
Now Available

ABA Member • $265
Non-Member • $395

 

 Audience

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

 Related Briefings

 
 

 About ABA Briefings