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

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

Recording Title	Mem/Non	ABA CEs
Navigating the New Uniform Fiduciary Income and Principal Act	$235/$365	CTFA
Recent Developments in Estate and Trust Administration (2018)	$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

Additional Resources

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