Practice Areas: Wills, Trusts & Estates
Original Production Date: 05/16/2025
Run Time: 8:30:00
CA Course Exp: 05/16/2030
This in-depth CLE was recorded at the Independent Trustee Alliance (ITA) Annual Conference and focuses on equipping attorneys with the latest knowledge and best practices for effectively representing and collaborating with trustees and other fiduciaries, particularly in light of current global challenges and economic uncertainty.
Presentations at this year’s ITA Conference include: (1) 45 Apps for Trustees and Attorneys, (2) The Legal Standards and Pracitical Applications of the UPIA (Uniform Prudent Investor Act), (3) What is Aging Life Care and How an Aging Life Care Professional Can Benefit Your Trust & Estates Clients, (4) Defusing Explosive Trust Situations, (5) Managing Digital Assets as Fiduciaries, (6) Best Practices for Attorney Referrals as a Potential Successor Trustee, (7) How a Trustee Can Shift Dynamics and Preserve Family Wealth, (8) Effective Usage of ChatGPT: Maximizing Efficiency and Productivity for Professional Trustees and (9) Cyber Liability for Legal Professionals.
Featured speakers include: Kevin Quinn, Esq., Matthew Bourque, Esq., Chris Downs, Esq., Angela Thomas, RN, CMC, Jeremy Lau, CFA, Judith L. Pearson CFA, CFP, Marin Bradshaw, Esq., Dana Garnett, MADR, MSA, CPA, Daniel P. Felix, Esq., Dave Folz, Esq., Frazer Rice. Esq. and Marguerite Lorenz, CTFA, CLPF.
offered in:
Alabama | Alaska | Arizona | California | Connecticut | District of Columbia | Florida | Georgia | Illinois | Maryland | Massachusetts | Michigan | Minnesota | Mississippi | Missouri | Nevada | New Hampshire | New Jersey | New York | North Dakota | Ohio | Oregon | Pennsylvania | South Dakota | Tennessee | Texas | Vermont | Washington