ABA 2012 Trust and Estate Planning
Telephone Briefing Series*
A series of nine, two-hour telephone briefings will be presented from 1:00 p.m. to 3:00 p.m. ET between February and December 2012. Get real time solutions by participating in these informative programs.
Nationally-recognized attorneys, Thomas W. Abendroth, partner with the Chicago law firm of Schiff Hardin LLP and Charles D. ("Skip") Fox IV, partner with McGuireWoods LLP in Charlottesville, Virginia, will provide you with in-depth analysis on a variety of important estate planning and trust administration topics. The two-hour format allows sufficient time for Skip and Tom to thoroughly address the topics and to answer any questions you may have.
| Program Date | Thursday, February 2 - December 6, 2012 • 1:00 - 3:00 p.m. ET |
| Per Site Fees** | $255 ABA/FIRMA Member/Service Member • $385 Non-Member |
| Registration |
Register for the Series or Select Briefings/CDs (PDF) For individual program listings - see below. |
| Audio CD | Select individual Briefing below to order CDs Please note recordings are not eligible for CPE for CPA or CFP credits. |
| Credits |
This series has been approved for various ICB continuing education credits, CPEs for CPAs. In addition, the Certified Financial Planners Board has approved these programs for continuing education credits. Credits are posted on each program's web page. |
Topics to be addressed
In order to provide listeners with timely information, the presenters reserve the right to alter the content or emphasis of the programs listed below.
- Issues Facing Fiduciaries in Post-Death Administration (Feb 2, 2012)
- Top Ten Fiduciary Income Tax Issues (Mar 1, 2012)
- The Eroding Protection of Trusts in Divorce (Apr 5, 2012)
- Fiduciary Litigation Panel (May 3, 2012)
- Sales to Defective Grantor Trusts and Other Key Gifting Strategies for 2012 and Beyond (Jun 7, 2012)
- The Increasing Importance of International Estate Planning (Sep 6, 2012)
- The Uses and Misuses of Decanting and Change of Situs (Oct 4, 2012)
- Diversification or Concentration of Assets: What Should a Trustee Do? (Nov 1, 2012)
- Recent Developments in Estate and Trust Administration (Dec 6, 2012)
Speakers
- Thomas W. Abendroth is a partner in the Chicago firm of Schiff Hardin LLP. He concentrates his nationwide practice in the fields of estate planning, federal taxation and business succession planning.
- Charles D. ("Skip") Fox is a partner in the Charlottesville law firm of McGuireWoods LLP. He concentrates his nationwide practice in the fields of estate planning, estate administration, trust law and charitable organizations.
Who Should Attend
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*ABA's Telephone Briefings include reference materials and telephone audio. Telephone/Webcast Briefings include reference materials, telephone audio, and simultaneous webcast presentation (requires 56K or faster with JavaScript and cookies enabled in the browser, i.e., Microsoft Internet Explorer 4.0 or later, or Netscape 4.7X).
**Each site license (registration fee) entitles you to one phone connection and one Internet connection (when there is a simultaneous webcast presentation) where an unlimited number of listeners can participate.
Any transmission, retransmission or republishing of the audio or Web portions of this briefing is strictly prohibited.
Questions? Please contact Joe Mach / Linda Shepard / Cari Hearn for more information.

