In This Section
All times are Central.
Wednesday, Feb 21
ON DEMAND | GENERAL SESSION Welcome
The Impact of a Fiduciary – What’s Old is New Again! In this environment of volatility, the value of a Fiduciary is easy to articulate. But whether markets are up or down, a fiduciary relationship can be integral to a client’s overall financial health. This session will explore what’s driving the need for fiduciaries, when to bring in a fiduciary, industry trends and emerging generational differences. We’ll also look at “cautionary tales” from celebrity estates, where the lack of fiduciary engagement led to avoidable legal and familial disputes.
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ON DEMAND | Concurrent Sessions Special Needs Trust Planning: Serving Clients Living with Diverse Abilities Explore the world of special needs trusts (SNTs) and key considerations for effectively working with clients living with a physical, mental or developmental disability. Get an introduction to how SNTs work, potential benefits for clients and their loved ones, and a discussion on recent planning trends, including the impact of the Secure Act and state-specific issues.
Who Are the Recipients of Generational Wealth? How does a person’s tendencies and age influence the impact of an inheritance or gift? Discover how a beneficiary’s characteristics can affect how they receive wealth and what they do with it. Should you take these differences into account as you prepare an estate plan? We’ll review planning considerations before transitioning wealth to better understand the power of generational wealth.
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ON DEMAND | Regulatory Update Join us for a panel discussion with all three federal prudential banking regulators. We will discuss open and recent OCC, FDIC and Federal Reserve rulemakings, guidance and projects, and take questions from attendees. Moderator:
Panelists:;
Fixed Income Markets After a turbulent two years, what might the future hold for fixed income markets? Dig into Federal Reserve policy, interest rates, changes in credit spreads, the broader economy and what it all could mean for investment portfolios.
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ON DEMAND | GENERAL SESSION 2024 Election and Policy Outlook Hear about the latest developments in policy and what the upcoming election has in store.
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Thursday, Feb 22
ON DEMAND | GENERAL SESSION ABA Leadership Speaks
The Benefits of an Integrated Wealth Management Program Everyone begins with 100% of their assets in a bank. Over time, the wealthier a person gets, the more likely their assets seep out of the institution and go elsewhere. Why? How do we prevent this? This panel discussion will explore the answers. Moderator:
Panelists:
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ON DEMAND | Concurrent Sessions Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust. The Millennial Wealth Wave: How to Ride the Tide Don’t make the mistake of trying to channel a millennial audience into current wealth management products and promotions. To capture the generation who by 2030 will have five times the wealth they have today, banks need a new approach.
Introductory Estate Planning — The Core Concepts and a Little More! Estate planning can be daunting, but this session will demystify it. You’ll gain the basic concepts and a working vocabulary that will allow you to engage with and give meaningful guidance to your clients. You’ll also dig deeper into the more advanced and popular planning techniques!
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ON DEMAND | GENERAL SESSION Pardon the Interruption: A Real-Time Take on the Fed, Market and Economy In this fast-paced session in the style of ESPN’s “Pardon the Interruption,” Philip Orlando and Steven Chiavarone will deliver an analysis of the Fed, market and economy. Don’t miss this dynamic session presented with wit and humor and featuring actionable insights.
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ON DEMAND | Concurrent Sessions Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust. Annual Reviews of Fiduciary Accounts This session will provide guidance on the annual account review requirement contained in OCC fiduciary regulation 12 CFR 9.6(c) and the regulatory expectations for periodic administrative account reviews.
Alternative Credit Landscape and Outlook Learn about alternative credit and its place in a diversified portfolio, the evolution of the asset class and what opportunities are ahead in 2024
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ON DEMAND | Concurrent Sessions Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust. Introduction to Planning for Art and Collectibles How does an estate planner handle non-traditional assets such as art, cars, jewelry and other collectibles? During this session, explore the challenges and real-world solutions. We’ll also discuss current and updated cases related to non-traditional assets.
Evolving Your Market Mindset: Working with Human Behavior Humans are hardwired for many functions, and some can challenge our ability to make rational decisions. This session will cultivate awareness about your natural human tendencies and how to work with them to develop a market mindset that can support you across all aspects of your life, both personal and professional.
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Friday, Feb 23
ON DEMAND | GENERAL SESSION Economic and Investment Outlook Stay updated on the current state of the U.S. and international markets and the current investment outlook. Discussions will include market drivers, challenges, key issues affecting the economy and actionable ideas to share with clients. Moderator:
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ON DEMAND | Concurrent Sessions Choose your session to attend, focused on one of our two tracks: Wealth Management or Trust. Succession Planning: Structuring Trusts to Avoid Family Drama for Generations This conversational panel will discuss best practices when creating a trust to incorporate flexibility during and after the trustor’s lifetime. The panel will highlight pivotal moments during a trust’s administration when succession issues routinely create conflict and how to avoid them. We’ll also explain how to walk the line between what can be done and what should be done when structuring a trust agreement, looking ahead to changes to the makeup of the trust’s assets and the identity of the trust’s beneficiaries.
Corporate Transparency Act The United States does not currently have a centralized repository of data about who owns and operates legal entities within its borders. That soon will change. FinCEN in January 2024 will implement its final regulations on beneficial ownership reporting requirements of the Corporate Transparency Act (known as the "Final Rule"). This session offers information and insight on what you need to know for your business.
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ON DEMAND | GENERAL SESSION Generative AI: Potential or Peril Get a demonstration of cutting-edge AI tools that could potentially improve efficiency and offer enhanced customer experiences. We’ll also examine the dark side of AI, including fraud and security risks, as well as how responsible use and robust security measures can help safeguard against harm.
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Get updates on the Wealth Management and Trust Conference as we develop this year's program. Contact Kim Chancy if you have any questions.