Trust and Estate Forum

Trust and Estate Forum

This program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education credits and senior-level peer interactions.

  • Seasoned wealth managers
  • Estate planning professionals
  • Trust officers
  • Trust executives

Agenda:

9:00 - 9:50am - Harry Wolff III:  Secure Act
10:00-10:50am - Eric Reis: Planning Strategies for Individuals with Diminished Life Expectancy
11:00am-12:00pm - Lois Ann Stanton: Trust Modifications
12:00-1:00pm - Lunch Break
1:00-1:50pm - Jason Scott & Michael Knisely: Disclosure: A Guide for Fiduciaries
2:00-2:50pm - David Johnson: Distribution Standards
3:00-4:00pm - Jed Williams: Caselaw Update
4:00-4:20pm - Break
4:20-4:50pm - William “Bill” Pargaman: Estate, Trust, and Guardianship Legislative Update


*This program will be presented virtually*
When
10/12/2021 9:00 AM - 5:00 PM
Where
Virtual
 

TBA Login Instructions

New Users

If you have a record with the Texas Bankers Association, click "Forgot Username" to retrieve your credentials. Enter the email address TBA has on file for you and an email will be sent with next steps. 

If you need help creating an account please request a login. A TBA staff member will set up your record and issue user credentials within one business day.

Existing Users

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For additional login assistance, please contact TBA at [email protected] or call 512-472-8388

 



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