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Event Registration - Trust, Estate & Portfolio Management Forum

Start Date:
Thursday, October 18, 2018
End Date:
Friday, October 19, 2018
9:00 AM - 12:00 PM Central Daylight Time
Description:This 1.5 day program offers high-level presentations and discussions on current issues facing leaders in the trust arena. From trust and regulatory developments to staying competitive, this program offers timely content along with continuing education credits and senior-level peer networking.

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Questions: Contact Ashlee Bennett at 512-472-7391 or ashlee@texasbankers.com.
ScheduleThursday, October 18th
9:00 - 10:00 a.m.
Discretionary Distributions
Joyce Moore, Langley & Banack

10:00- 10:15 a.m.

10:15 - 11:15 a.m.
Divorce-Proofing Estate Plans
Aubrey Connatser, Connatser Family Law
Laurel Stephenson, Davis Stephenson, PLLC

11:15 - 11:30 a.m.

11:30 - 12:30 p.m.
Tax Liens in Estate Administration
Matt Beard, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

12:30 - 1:30 p.m.

1:30 - 2:30 p.m.
Trusts vs. Other Types of Entities
David Johnson, Winstead PC

2:30 - 2:45 p.m.

2:45 - 3:45 p.m.
Regulator Hot Topics
Ron Wert, Federal Reserve Bank

3:45 - 4:00 p.m.

4:00 - 5:00p.m.
Pre-Acceptance Considerations of Specialty Assets
John Bailey, US Trust

Friday, October 19th

8:30 -9:45 a.m.
Trust Terminations (including Special Needs Trusts)
Adam Innerst, US Trust
Robin Nelson, American National Bank of Texas

9:45 - 10:00 a.m.

10:00 - 11:00 a.m.
Estate Settlement and Probate Trends
Gus Tamborello, Gus G. Tamborello, P.C.

11:00 a.m. - 12:00 p.m.
Evolution of Fiduciary Portfolio Management
Jeanie Wyatt, South Texas Money Management
Hyatt Regency San Antonio Riverwalk
123 Losoya St
San Antonio, TX 78205
HotelA limited number of rooms have been secured at the Hyatt Regency San Antonio Riverwalk for a special rate of $209. If you require accommodations, please contact the hotel at (210) 222-1234 and request the Texas Bankers Association rate as soon as possible but no later than Wednesday, September 26th.
This event has reached the maximum number of registrants. We are no longer taking registrations for this event.
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