61st Annual Trust & Wealth Mgmt. Conference


September 26-27, 2019 - Ritz Carlton, Fort Lauderdale, Florida

This conference has been applied for 9.0 CLE credits; and applied for 9.0 CTFA/CCTS credits

This annual conference is designed with the trust and wealth management professional firmly in mind. The timely curriculum will cover topics pertinent to the issues currently challenging the trust and wealth management industry. Attorneys well versed in the legal aspects, industry consultants providing important data and viable strategies, and senior trust and wealth management officers deep in the daily trenches will come together to present topics that will not only help bankers survive but thrive in this economy.

Who Should Attend? This conference will benefit all trust and wealth management bankers from any sized financial institution.

For those companies that would like to exhibit or be a sponsor at this conference please visit the tabs below for more information.

Registration Prior to 8/26/19
FBA Member: $525.00/person
Non-Member: $1,050.00/person
Luncheon/Reception Fee for Spouse/Guest: $75.00/person

Register for the Event Below

Click here to download a brochure

Registration After 8/26/19
FBA Member: $575.00/person
Non-Member: $1,150.00/person
Luncheon/Reception Fee for Spouse/Guest: $75.00/person

Schedule of Events

Thursday, September 26, 2019

8:00 am - 5:15 pm - Registration Desk Open

9:00 am - 10:30 am - Opening Remarks and Session 1
Assisted Reproductive Technology
Bruce Stone, Shareholder, Goldman, Felcoski & Stone, P.A.
Nearly 2% of babies born in the United States each year are conceived through assisted reproductive technology (ART), which involves surgical procedures performed in licensed medical facilities. The percentage of ART births has doubled in the last decade. Millennials, persons with serious illnesses, and military personnel deployed to combat areas are storing their genetic material for possible future use. A person can become a parent of a child years after death. How do we administer estates and trusts to take ART children into account? How should we advise clients in their estate planning about ART children that they – or their children and more remote descendants – may one day have? Current law provides partial and often less than satisfactory answers, but there are things we as planners can and should do now.

10:30 am - 11:00 am - Refreshment Break with the Exhibitors
Sponsored by: SunTrust Banks, Inc.

11:00 am - 12:00 pm - Session 2
Basis After the 2017 Act
Lester Law, Director, Franklin Karibjanian & Law PLLC
This presentation will begin by summarizing the basics of basis, and then move quickly to discussing some of the newer issues that have come into focus as income tax becomes more important in estate planning today. It will then shift into the newer and more innovative planning strategies that are now being implemented to “create” basis and to take advantage of the income tax basis rules. 

12:00 pm - 1:30 pm - Awards Luncheon
Co-Sponsored by: Comerica Bank Wealth Management
Co-sponsored by: Jackson National Life Distributors, LLC

  1:45 pm -  2:45 pm - Session 3
Cyber Estate Planning and Digital Assets
Panel Moderated by: Sasha Klein, JD, LLM, Parnter, Ward Damon
Travis Hayes, Shareholder, Grant Fridkin Pearson
Mark Parthemer, Senior Fiduciary Counsel, Bessemer Trust Company
Lee Poskanzer, CEO, Directive Communication Systems
The panel will explain the dual ramifications of advancing technology. First, attendees will learn about methodological changes, such as electronic notarization and electronic wills. Second, attendees will be provided strategies for transferring digital assets, with a comprehensive explanation of how the Florida Fiduciary Access to Digital Asset Act impacts fiduciaries such as trustees, agents and personal representatives.

  2:45 pm - 3:15 pm - Refreshment Break with the Exhibitors

  3:15 pm - 4:15 pm - Session 4
What is Disrupting Wealth Management and What You Need to do About It
Mike Tropeano, CFA, Solution Architect, Wealth Management & Trust Division, FIS
Increased competition from non-traditional firms, advances in technology and changing demographics are reshaping what wealth managers need to remain successful. This presentation will provide insight into how these challenges are impacting the market place and define the questions you need to ask yourself to develop your path to growth.

4:15 pm - 5:15 pm - Session 5
Why We Do What We Do...And How To Stop
Gerard J. Lachnicht, CFA, Managing Principal, Sabal Trust Company
This presentation explores how people make decisions, reviews some of the cognitive and information processing errors that confuse that process, and offers techniques to improve the decision-making process.

5:30 pm - 6:30 pm - Networking Cocktail Reception with the Exhibitors
Co-sponsored by: Jackson National Life Distributors, LLC
Co-sponsored by: MainStreet Advisors

Friday, September 27, 2019
8:00 am - 9:00 am - Continental Breakfast
Co-Sponsored by: Caldwell Trust Company

9:00 am - 10:00 am - Session 6
Economic Update
Donald LuskinChief Investment Officer, TrendMacro
The global economy is in a world of unknown unknowns, with an wave of populism and nationalism driving a trade-war between the two largest economies in history. Is it a positive realignment, an awakening of the animal spirits of the economy? Or is it a threat to the post-war global order that has created unprecedented peace and prosperity? And how will it play into what will surely be a momentous US presidential election in 2020? Donald Luskin will put it all together into a coherent world-view that mixes economics and politics.

10:00 am - 10:15 am - Refreshment Break with the Exhibitors

10:15 am - 11:15 am - Session 7
Planning and Drafting for Pets
Peggy Hoyt, Founding Partner, The Law Offices of Hoyt & Bryan, LLC
This presentation on estate planning for pets will reflect the speaker’s combined passion for pets and estate planning. More than 500,000 loved pets are euthanized annually because their pet parents didn’t have a plan – what happens to YOUR pet if something happens to you? Our pets love us unconditionally, reduce daily stress and enhance longevity. Estate plans should protect every member of our family – even our kids in fur coats!  

11:15 am - Adjournment

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