ABA Trust School Fall 2012

ABA Trust Schools October 7–12, 2012 | Emory Conference Center Hotel | Atlanta, GA

Reach for new levels of expertise.

aba.com

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1-800-BANKERS

ABA NATIONAL AND GRADUATE TRUST SCHOOL 2012 FACULTY Thomas W. Abendroth Partner Schiff Hardin LLP

Cathy L. Berch

President Center for Practical Management

Joshua Berman

Partner Cohen Pollock Merlin & Small PC

Eliot Brandy, CFP, JD

Senior Vice President – Wealth Management Financial Planning Group Manager BB&T Wealth Management

Mindi S. Bressler

Reach new levels of expertise.

Let ABA’s tradition of excellence in education lead you to new success.

Enroll in the industry’s leading training program dedicated to trust professionals.

Through an effective collaboration between our advisory board, faculty and staff, we combine experience, insights and in-depth expertise to provide excellence in trust education. Programs feature a state-of-the-art, performancebased curriculum universally regarded as the industry standard—designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys and industry experts on the leading edge of change.

For more than half a century, the ABA Trust Schools have helped boost thousands of professionals to the top of their field. ABA Trust Schools offer two levels: a fundamental and advanced program—to help trust officers develop their careers. Limited class sizes ensure that students get individual attention from instructors and ample opportunities for interaction.

Course work is delivered through a combination of online training, classroom lectures and small group discussions.

Integrated case studies allow students to apply trust solutions to specific client needs and strengthen their role as trusted advisor. And, most important, trust students explore the impact of the latest legislative, regulatory and tax developments on business strategy and client solutions.

From asset management to tax and estate planning, the best place to develop a deep mastery of the skills and knowledge required of trust professionals is with ABA, the undisputed leader in financial services education.

Senior Vice President and Sales Performance Executive Specialty Asset Management U.S. Trust, Bank of America

Jeffrey R. Brooks

Director Trusts and Estates Consultant UBS Financial Services Inc.

Ronald M. Florance, CFA Managing Director of Investment Strategy Wells Fargo Wealth Management Group

Charles (Skip) D. Fox, IV Partner McGuireWoods LLP

Craig Frankel

Partner Gaslowitz Frankel LLC

Who Should Attend?

The following roles benefit from attending the ABA Trust Schools. Apply for the level that best meets your professional experience.

• Trust Officers • Trust Administrators • Trust Managers • Trust Counsel • Trust Tax Specialists • Investment Officers • Financial Planners • Private Bankers • Attorneys / Paralegals

Steve A. Goodman President TrainWorks

Why Choose ABA Trust Schools?

1. State-of-the-art, performance-based curriculum—drawing upon our extensive network of industry experts combined with staff knowledge, we deliver an in-depth trust education experience.

2. Highly rated instructors are industry experts —students learn from the nation’s leading bankers, attorneys, financial planners, trust officers and wealth managers.

3. Future trends are key parts of the curriculum —providing insights and resources to help students meet the challenges and opportunities ahead.

4. Thorough examination of the trust business —a total immersion in trust skills and an in-depth focus on functional areas through courses grouped by specialty.

5. Qualify and prepare for the prestigious Certified Trust and Financial Advisor (CTFA) designation, or earn continuing education credits.

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1-800-BANKERS

FUNDAMENTAL

Build a solid foundation.

ABA National Trust School October 7–12, 2012 The ABA National Trust School provides students with a fundamental understanding and overview of technical trust topics. ABA recommends students have at least one year of experience in the trust industry prior to taking this course.

If you’re starting your career, or wish to refresh your basic foundation, the ABA National Trust School will give you the core knowledge you need.

Apply online at aba.com/events/nts.

ADVANCED

Deepen your knowledge and skills.

ABA Graduate Trust School

Independent Research Program

October 7–12, 2012

As part of the Graduate Trust School, students participate in the Independent Research Program. Students select four case studies of interest and apply practical application of course theories to these case studies— to enhance and deepen their learning experience. An average of 15–20 hours per week is needed to complete each case study, and provide individual feedback. This integrated learning process qualifies students for the Graduate Trust School diploma.

The ABA Graduate Trust School builds on the National Trust School foundation. This advanced curriculum develops a deep mastery of skills and knowledge required of trust professionals.

This advanced curriculum is delivered in two levels over a one year period. The program is ideal for professionals with at least three years of trust experience.

Graduate Trust School Independent Research students: Apply online at aba.com/events/gts.

• Analyze complex, real-world situations • Consider available options • Recommend alternatives Sample Independent Research Program Case Study topics include: • Estate Planning for Individuals and Business Owners • Retirement Planning • Charitable Trust Planning • Estate Administration: Navigating the Form 706/1041 • Discretionary Distributions

A Proven Path for Your Professional Development Account Administration Building Trust Expertise: Trust Administration (Online Course)*

Duties and Powers of the Trustee

Fiduciary Law and Compliance Fiduciary Risk and Litigation

Regulation and Compliance

Investment Management Building Trust Expertise – Investment Management (online prerequisite)

Investment Products

Personal Financial Planning Introduction to Retirement Planning

Tax Planning Fiduciary Income Tax

Estate Planning Estate Planning

Monty Gregor, CLU, CFP, CTFA Kathleen B. Leipprandt, CFP, ChFC, CLU Officer Baldwin Financial Systems LLC

R. Hugh Magill Case Workshop

GenerationSkipping Tax

Economics of Charitable Giving

Discretionary Distributions

Fiduciary Law

Fixed Income Concepts

Personal Income Tax Planning

Federal Estate and Gift Taxation

Estate Planning for the Marital Deduction

Acceptance and Termination Issues

Fiduciary Case Law: Managing Risk

Advanced Asset Allocation

Insurance Considerations for Trust Officers

Problems and Pitfalls of the 706

Estate Planning for the Medium-Sized Estate

Charitable Trust Administration

Making Complex Fiduciary Decisions

Behavioral Finance

Planning for Retirement Plan Distributions

Advanced GenerationSkipping Tax

Estate Planning for Business Owners

EVP/Chief Fiduciary Officer The Northern Trust Company

Michael M. Mariani, Esq. Managing Director/Deputy General Trust Counsel Director of Trust & Estate Services Fiduciary Trust Company International

Brian B. Morrow

Investment Risk and Compliance Officer Sun Trust Bank

Mark A. Oller, CTFA

Estate and Guardian Administration

Ethics of Trust Administration

Alternative Investments

Administering Unique Assets

Case Workshop

Property and Casualty Insurance

Advanced Topics in Discretionary Actions

Thomas J. Pauloski, J.D. Advanced Fiduciary Income Tax

Federal Tax Elections

Expanding Relationships by Serving Clients

Special Needs Trusts

VP/Managing Director Wilmington Trust Co.

Estate Planning for Retirement Assets

Advanced Estate Planning Techniques

Funding the Marital and Credit Shelter Trusts

Case Workshop

National Managing Director Bernstein Investment Wealth Management

Jeff Pennell

Professor Emory University Law School

Susan Porter, CTFA

Senior Advisor Brown Brothers Harriman Trust Company

Andrew Tanner, CFA

SVP/National Manager, Private Business Group US Trust, Bank of America Private Wealth Management

Barbara R. Van Zomeren Vice President ERISA Department Ascensus

Class hours by area 25.00

18.75

KEY

18.00

NTS

23.50

GTS1

16.75

GTS 2

22.25

Mark Williamson Partner Alston & Bird LLP

Emory University Conference Center The Emory University Conference Center offers a state-of-the-art environment in which to learn. The conference center and hotel are just a short drive from Atlanta’s HartsfieldJackson Airport. Make room reservations by September 7, 2012 for maximum savings.

For more information about the hotel, visit emoryconferencecenter.com.

Hotel Reservations and Deadlines

TUITION

ABA Members Save $1,000

Call the Emory Conference Center hotel at 404-712-6565 or 800-933-6679 to make your hotel reservations. Mention the ABA National or Graduate Trust School to get the discounted rate of $189/night (+tax) for single occupancy per night. Changes in arrival, departure, type of accommodations or cancellations must be made directly with the hotel. After September 7, 2012, rooms are subject to availability and prevailing rates will apply.

National Trust School

Schedules: National and Graduate School Registrations begin at 11:30 a.m. on Sunday, October 7, 2012. Orientation and classes begin at 1:00 p.m. School concludes on Friday, October 12, at 1:30 p.m.

Team Discount: Send a team of two or more employees and take advantage of team discounts. See Web site for details.

$2,195 ABA Members

$3,195 Non-Members

Graduate Trust School $2,495 ABA Members

$3,495 Non-Members

Fees include tuition, most meals, instructional materials, and a certificate of completion.

AMERICAN BANKERS ASSOCIATION NATIONAL AND GRADUATE TRUST SCHOOL ADVISORY BOARD (2012) CO - CHAIRS

Carolyn A. Garner, CTFA

VP/Senior Trust Officer WesBanco Trust and Investments Columbus, OH

Jeff Peyton, CFP

SVP, Fiduciary Executive Sun Trust Banks, Inc. Atlanta, GA BOARD MEMBERS

Todd M. Abrams, CTFA

SVP and Managing Director CNB Bank – Wealth & Asset Management Clearfield, PA

Daniel P. Cunningham, CFA, CFP Managing Director, Regional Investment Executive U.S. Trust, Bank of America Private Wealth Management Boston, MA

Greg Firek, CTFA, CFP

Middle TN Market Manger Regions Morgan Keegan Trust Nashville, TN

Marie Grabavoy, CTFA

SVP and Market Trust Director Merrill Lynch Trust Company Chicago, IL

Sandra R. Hart

Fifth Third Private Bank VP, PBE Implementation Manager Cincinnati, OH

Andrew Kafka, J.D., CTFA

AVP and Trust Officer Union Bank & Trust Company Lincoln, NE

David M. Llewellyn

SVP, Estate Administration The Northern Trust Company Miami, FL

Darryl L. Meyers, JD, LL.M., CFA

SVP/Chief Fiduciary Officer Abbot Downing/Wells Fargo Minneapolis, MN

Timothy M. Paul

EVP and Chief Trust Officer The Goldman Sachs Trust Companies New York, NY

1120 Connecticut Avenue Washington, DC 20036

Plan now to enroll in America’s leading program for trust professionals. Apply today to join the best.

“I consider the three years of Trust School, the Independent Study projects and the preparation for the CTFA exam was time well spent. I had to bring my A game, but ABA did the rest” Carol Manning, CTFA

VIce President and Estate Advisor SunTrust Bank Private Wealth Management

© 2012 American Bankers Association, Washington, DC.