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Wealth Management and Trust Webinars



Trust and wealth management webinars 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 Webinars

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

Title Mem/Non ABA CEs
March 12, 2019
Proxy – What You Need to Know in 2019

$210/$310

CCTS, CSOP

 

 
 

 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*
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
Recorded Webinars


Security and Privacy Issues for Fiduciaries and Clients Feb 7 CTFA, CSOP
 

 Recent Recordings

 
 

 Additional Resources

 

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