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ABA Advanced Trust Forum
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Date
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Multimedia Offering
Wednesday, August 19
Thursday, August 20
Friday, August 21
Multimedia Offering
CON Complete Conference Package - Online
ROM Full Conference CD-ROM Set
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Wednesday, August 19
01 Industry Overview
02 Economic Overview: What's Ahead
03 Wealth Transfer Opportunities in a Challenging Economic Environment
04 Meeting a Beneficiary''s Expectations: An Interactive Dialogue
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Thursday, August 20
05 Updates and Trends in the Law
06 Estate and Gift Tax
07 Generation Skipping Tax
08 Fiduciary Income Tax
09 Regulatory & Legislative Update
10 Regulation of Investment Products
11 Fiduciary Liability: Protecting Yourself and the Trust Company
12 Ethics: Core Ethical and Personal Values
13 Effective uses of Delaware Trust Law for Personal Trusts
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Friday, August 21
14 ILIT Administration — Managing Insurance Related Issues and Risk
15 Managing Specialized Assets: Risks of Board Membership, Partnership, Minority/Majority Shareholders, et al.
16 Discretionary Distributions: Emerging Trends in Incentive Trusts
17 Closing Comments
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