Trust & Wealth Management Conference Home > Program

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Thursday | September 19th

8:00 am – 9:00 am
Continental Breakfast

9:00 am-10:30 am
SESSION 1: “Comfortably Numb”
Keynote Speaker: Dr. Jeffrey J. Roach, PhD, Chief Economist, LPL Financial  

1. Why the title? There is a behavioral component to persistently high prices. Consumers are dealing with 18% inflation since the end of 2019 but disposable personal incomes are up roughly 26%, more than offsetting the rise in prices.

2. What is different this time? As our economy ages, we are getting less interest rate sensitive. I will discuss the reasons we are less sensitive to Fed policy at this stage relative to previous cycles.

3. Where are the opportunities? Given the dynamics of the consumer, we see opportunities in fixed income and in equity markets. I will discuss reasons to be overall constructive on risk-taking despite the economic headwinds.

​10:30 am-10:45 am
Break

10:45 am-11:45 am
SESSION 2: Special Needs Trusts Panel Discussion

• Moderator:  Candace R. Marshall, Senior Trust Advisor, Vice President, Southeast Division, Wealth & Investment Management, Wells Fargo Bank, N.A.
• Myrian “Mini” Garrett, Senior Lead Special Needs Trust Advisory Specialist, Executive Director, Wealth & Investment Management, Wells Fargo Bank, N.A.
• Sharon Reich, Senior Trust Advisor, AGED Trust Company

Topic Summary:  This session will provide an overview of Achieving a Better Life Experience (ABLE) accounts as well as first-party and third-party special needs trusts and how they can help obtain or maintain government benefits. Learn about who can use each type of account and at what age, what can be paid from each type of account, and what happens to the account upon the beneficiary's death. The session will also review recent and/or upcoming regulatory changes impacting special needs trusts and offer solutions to help clients free up financial resources when they cannot afford their healthcare or facility expenses.

​Wealth & Investment Management (WIM) provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.


11:45 am-1:30 pm
Awards Luncheon

1:30 pm-2:30 pm
SESSION 3: Working with International Trusts & Beneficiaries

• Bobbi Lynn Kent, Chief Fiduciary Officer & Chief Administrative Officer, The Northern Trust Company of Delaware
• Jillian K. Williams, CTFA, Senior Vice President | Senior Fiduciary Officer, The Northern Trust Company of Delaware

Topic Summary: Many affluent international clients view the US as a safe haven for their family’s wealth. This often results in the creation of a US trust, to be administered by a US fiduciary, but with ties back to international parties. The administration of these international trusts is understandably more complex for the US fiduciary than that of a more traditional, or fully domestic, trust. This session will highlight some of the special considerations for a US fiduciary throughout the life cycle of an international trust, from initial onboarding and funding, ongoing due diligence, distribution requests, tax considerations, and key transition points such as the death of a foreign powerholder or at full termination.

2:30 pm-2:45 pm
Break

2:45 pm-3:45 pm
SESSION 4: Legal & Litigation Updates
John Cole, Esq., GUNSTER

​Topic Summary: A brief and (hopefully) slightly whimsical look at recent Florida law developments of interest to corporate fiduciaries. This session aims to provide a concise yet engaging overview of recent Florida legal developments relevant to corporate fiduciaries. It emphasizes both the practical application of this knowledge and the session's intent to present the information in a lighthearted manner, making the learning experience both informative and enjoyable.


3:45 pm-4:00 pm
Break 

4:00 pm-5:00 pm
SESSION 5: Trust Regulatory Panel Discussion

• Moderator: Mark Parthemer​
• FED: Gus Mueller, Director of Examinations
• OCC: Marcey Hoelting, Bank Examiner, Asset Management Policy Division
• FDIC: Thomas Belcher, Senior Examination Specialist - Trust 
• OFR: David Proano, Financial Control Analyst 

Topic Summary: Join us for an insightful panel discussion that brings together trust regulatory experts from the FL OFR, OCC, Fed and FDIC. Trust Division Chair Mark Parthemer will lead the discussion on various compliance and regulatory issues impacting FL trust departments and institutions. Attendees will have the opportunity for questions to help gain a deeper understanding of the current regulatory environment.

5:00 pm-6:00 pm
Networking Reception

6:00 pm
Dinner on Your Own

CONFERENCE EMCEE:
Mark Parthemer, Chief Wealth Strategist and Regional Director of Florida | Managing Director, The Glenmede Trust Company, NA

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Friday | September 20th

​8:00 am-9:00 am
Breakfast Buffett

9:00 am-10:00 am
SESSION 6: Family & Community Foundations & Donor Advised Funds Panel Discussion

• Moderator:  David Torre, Director of Wealth Planning, Seacoast Bank
  
• Alyssa Razook Wan, Shareholder, Fowler White Burnett
• Lynn Sedwich, Partner, Tax Services, RSM US LLP

Topic Summary: Clients are increasingly focused on using their wealth to achieve philanthropic goals based on their unique values. The donor-advised fund (DAF) vehicle has become a very popular tool for advisors when discussing charitable gift planning with their clients. This sessional will discuss the practice of providing philanthropic advice to clients from different professional viewpoints and the role DAFs, Private Family Foundations, and Community Foundations play in the process.

10:00 am-10:30 am
Break

10:30-11:30 am
SESSION 7: Trust Companies working with RIA’s and Financial Advisors on a Delegated Basis
Richard DeNapoli, JD., LL.M., CFP, Managing Director, Chief Trust Officer & Fiduciary Counsel, Coral Gables Trust Company 

​Topic Summary: Several trust companies work with Registered Investment Advisors (RIAs) and financial advisors on a delegated basis, offering various models to facilitate the management and administration of trust assets. This session will explore opportunities when these relationships can benefit all parties and how trust officers and organizations can best negotiate these partnerships.

11:30 am
Closing Remarks