Curriculum | Wealth and Trust School Level 2

October 27-31, 2025

Emory Conference Center

Atlanta, GA

Information Session Available

Save the date and register for our Information Session on Tuesday, July 15 at 2:00 p.m. ET. Hear from the experts to learn what you can expect from this year's fall Wealth and Trust Schools in Atlanta, GA.

Continue to refine and augment your skills at the Wealth and Trust School Level 2. You will build upon and expand on basic concepts in the context of the financial lifecycle. Participants will discuss:

Tax Planning
Estate Planning
Special Needs Trust
Portfolio Management
Stocks, Bonds and Investments
Insurance

2025 Fall Schedule

All times in ET.

Pre-Work
Mon, Oct 27
Tue, Oct 28
Wed, Oct 29
Thu, Oct 30
Fri, Oct 31

Pre-Work

Annuities
Alternative Investment Products
Environment Liabilities of Fiduciaries
Engaging in Multigenerational Conversations with Clients
Education Planning for Minors
Philanthropic Planning

Mon, Oct 27

7:00 – 8:30 AM	Breakfast
7:00 – 8:00 AM	Registration
8:00 – 8:15 AM	Welcome and School Overview
8:15 – 9:15 AM	Developing a Personalized Wealth Management Strategy Kent Lytle
9:30 – 11:30 AM	Managing the Dynamic Nature of Client Financial Needs Alvina Lo
11:30 – 12:30 PM	Lunch
12:30 – 3:00 PM	Property Included on Transfer Tax Returns Steve Goodman
3:15 – 5:15 PM	Generation-Skipping Transfer Tax Tom Abendroth Tracy McLaughlin
5:30 – 6:30 PM	Welcome Reception

Tue, Oct 28

7:00 – 8:00 AM	Breakfast
8:00 – 10:15 AM	Post-Mortem Tax Planning Austin Bertrand
10:30 AM – 1:00 PM	Fiduciary Income Tax Tom Lasley
1:00 – 2:00 PM	Lunch
2:00 – 4:30 PM	Estate Planning for the Business Owner Austin Bertrand

Wed, Oct 29

7:00 – 8:00 AM	Breakfast
8:00 AM – 12:00 PM	Insurance Steve Goodman
12:00 – 1:00 PM	Lunch
1:00 – 1:15 PM	ABA Membership Presentation
1:15 – 2:45 PM	Prudent Portfolio Management Erik Davidson
3:00 – 4:30 PM	Bond Selection and Analysis Bill Stone
5:30 – 7:30 PM	Mid-Week Celebration

Thu, Oct 30

7:00 – 8:00 AM	Breakfast
8:00 – 9:30 AM	Stock Selection and Analysis Bill Stone
9:45 AM – 12:30 PM	Investment Products Greg Maddox
12:30 – 1:30 PM	Lunch
1:30 – 4:30 PM	IRAs and Qualified Retirement Plans Tom Lasley

Fri, Oct 31

7:00 – 8:00 AM	Breakfast
8:00 – 10:15 AM	Special Needs Trusts Kristen Lewis
10:30 AM – 12:15 PM	Capstone Case Study Jody Denney Vazquez
12:00 – 12:15 PM	School Wrap-Up

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.