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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

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

Title Mem/Non ABA CEs
January 29, 2019
Navigating the New Uniform Fiduciary Income and Principal Act

$235/$365

CTFA

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 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*
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
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
 

 Featured Offering

 

Recorded 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

 
 

 Additional Resources

 

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