Twenty-Sixth Annual Session

Fiduciary Essentials Forum

Sponsored by Campbell University

For Trust Professionals, Investment Advisors,

Accountants, and Attorneys

Grandover Resort and Conference Center

Greensboro, North Carolina

Thursday, November 8, 2007

Presentation Summaries:
 

“Fiduciary Practices”

This is a program that covers the basics of Fiduciary Law.  It is meant for new Trust Officer, Trust Support Specialist, Specialized Trust Personnel, Attorneys, CPA’s and Financial Planners.  At the end of the day, you will have an overall understanding of the basics of the fiduciary business.  The program is divided into 4 sections:

Background of Fiduciary Law

This section lasts 30 minutes and goes over Fiduciary Responsibility, how trusts came to be created and what the business has become today. It discusses documents, and how to accept an account.

CFP-Fiduciary Responsibility

CTFA-Fiduciary and Trust Activities

Definition of the Fiduciary Relationship

This section lasts 3 hours and discusses the types of accounts in the fiduciary area as well as their taxability.  It covers the nature and characteristics of account relationships including estates, trusts under will, revocable trusts, guardianships, charitable accounts, agencies and IRA’s.

CFP-Types/Features/Taxation of Trusts

CTFA-Fiduciary and Trust Activities

Back to Trust Basics

This section lasts 2 hours and discusses Fiduciary Responsibilities as it relates to Duties and Powers of the Trustee the liability involved if these duties and powers are not followed.

CFP-Business Law and Fiduciary Liability

CTFA-Fiduciary and Trust Activities

Activities Creating Fiduciary Liability

This section lasts 2 hours and discusses litigious issues in today’s fiduciary world involving environmental matters, closely held business interests, investments and discretionary matters.

CFP-Business Law/Fiduciary Liability/Investment Planning

CTFA-Fiduciary and Trust Activities

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