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

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!

2019 Trust & Financial Advisor Services Suite - Earn 22.5 CTFA credits from 9 recorded programs
2018 IRA Services Suite - Earn 12 CISP credits from 5 recorded programs
2018 Retirement Services Suite - Earn 12 CRSP credits from 5 recorded programs
2018 Securities Operations Services Suite - Earn 6.25 CSOP credits from 4 recorded programs

Recent Recordings

Please note: Recordings are not eligible for CPE credits for CPAs or CFP credits.

Recording Title	Mem/Non	ABA CEs
Recent Developments in Estate and Trust Administration	$265/$395	CTFA, CISP, CRSP
HSAs, the Fiduciary Rule and Congress: Connecting Health and Wealth	$210/$310	CTFA, CRSP
Prudent Investment Rule and Concentration Issues from a Litigation Perspective	$265/$395	CTFA
Decanting Issues	$265/$395	CTFA
Issues that Arise with Grantor Trusts	$265/$395	CTFA
Ethical Issues for Trust Professionals	$265/$395	CTFA, CISP, CRSP, CSOP
Fiduciary Litigation Workshop	$265/$395	CTFA, CRSP
Trustee's Duty to Account and Disclose	$265/$395	CTFA, CISP, CRSP
Annual Exclusion Gifts and Other Gifting Strategies	$265/$395	CTFA, CISP
The Impact of the 2017 Tax Act: What Trusts and Estates Professionals Need to Know	$235/$365	CTFA, CISP, CRSP
ETFs: What, Who, Where, How, Why	$210/$310	CSOP
Anatomy of Class Action Claim Filing	$210/$310	CSOP
Life Cycle of a Trade	$210/$310	CSOP
Understanding How Properly to Value Closely Held Businesses Held in IRA and Other Fiduciary Accounts	$210/$310	CTFA, CISP, CRSP
Corporate Actions	$210/$310	CCTS, CSOP, CERP
Recent Developments in Estate and Trust Administration (2017)	$265/$395	CTFA, CISP, CRSP

Additional Resources

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