Curriculum | Wealth and Trust School Level 2

November 4-14, 2024

Virtual School

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

Information Session

Learn more about the schools in a recent session with members of the school’s advisory board and ABA staff.

Watch Recording

Passcode: oK+#Bp60

2024 Fall Schedule

All times in ET.

Mon, Nov 4
wed, nov 6
Thu, Nov 7
Tue, Nov 12
wed, nov 13
Thu, Nov 14

Mon, Nov 4

10:30 AM – 11:15 AM	Developing a Personalized Wealth Management Strategy Kent Lytle
11:15 AM – 12:00 PM	Break
12:00 PM – 2:30 PM	Property Included on Transfer Tax Returns Steve Goodman
2:45 PM – 4:45 PM	Generation-Skipping Transfer Tax Tom Abendroth and Tracy McLaughlin

wed, nov 6

10:30 AM – 12:00 PM	Fiduciary Income Tax – Part 1 Tom Lasley
12:00 PM – 12:45 PM	Break
12:45 PM – 2:00 PM	Fiduciary Income Tax – Part 2 Tom Lasley
2:15 PM – 5:00 PM	Estate Planning for the Business Owner Austin Bertrand

Thu, Nov 7

10:30 AM – 1:00 PM

Post-Mortem Tax Planning

Austin Bertrand

1:00 PM – 1:45 PM

Break

1:45 PM – 4:00 PM

Special Needs Trusts

Kristen Lewis

Tue, Nov 12

10:30 AM – 12:30 PM	Investment Products Greg Maddox
12:30 PM – 1:15 PM	Break
1:15 PM – 2:45 PM	Stock Selection and Analysis Bill Stone
3:00 PM – 4:30 PM	Bond Selection and Analysis Bill Stone

wed, nov 13

10:30 AM – 12:00 PM	Prudent Portfolio Management Erik Davidson
12:00 PM – 12:45 PM	Break
12:45 PM – 3:30 PM	IRAs and Qualified Retirement Plans John Marold
3:45 PM – 4:45 PM	Fundamentals of Insurance Steve Goodman

Thu, Nov 14

10:30 AM - 11:45 AM	Planning Considerations for Life Insurance Steve Goodman
11:45 AM – 12:30 PM	Break
12:30 PM – 1:45 PM	Life Insurance Policies Steve Goodman
2:00 PM – 3:45 PM	Capstone Case Study Lisa Bittner and Jody Denney Vazquez

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.