Foundations of Delaware Trusts

3  New Sessions 

Live and On-Demand!

Each session only $199 for DBA Members, or all three sessions for only $459 for members

REGISTRATION

Discretionary Decision-Making - Live with Q&A March 29th - 9 to 11 a.m.
A discussion on fiduciary duties and how to interpret the various types of discretionary trust provisions.

Instructors:
Cynthia D.M. Brown, President, Commonwealth Trust Company
Todd A. Flubacher, Esq., Partner, Morris, Nichols, Arsht & Tunnell LLP

Estate Planning Strategies to Minimize Taxes and Control Wealth Transfer - Live with Q&A April 19th - 9 to 11 a.m.
An overview of existing wealth transfer taxes, a discussion regarding possible upcoming changes to those taxes, and a review of various wealth transfer strategies available to clients to reduce or eliminate the imposition of tax.

Instructors:
Matt D'Emilio, Managing Member, McCollum D'Emilio Smith Uebler LLC
Mark Doyle, Principal, Fiduciary Counsel, Bessemer Trust Company of Delawar, N.A.

Reading and Interpreting a Trust Document - Live with Q&A May 10th -
9 to 11 a.m.
A focus on key trust document provisions such as Crummey powers, dispositive provisions, investment limitations, duty to notify provisions, etc.

Instructors:
David Diamond, President, The Northern Trust Company of Delaware
Daniel Hayward, Partner, Gordon, Fournaris & Mammarella, P.A.

And don't forget there 15 Informative Sessions! Featuring Over 16 Hours of Audio/Slide Presentations with Supporting Materials All on One Convenient Flashdrive!

Pick and Choose, or Order All 15 and Save!

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Approved for a total of 22.5 CTFA Credits (2.5 credits per session)!

Basic Income, Estate, Gift and GST Tax
An introduction to the basic concepts and things to look for with specific types of trust, including grantor trust status, dynastic trusts, and funding concerns.  - 1 hr. 11 mins.
Instructors:
Matthew P. D’Emilio, Esq., Director, Cooch & Taylor, P.A.
Jenna L. Boccetti, Vice President, JPMorgan Trust Company of Delaware

Division of Labor in Trust Administration
A practical session on who does what and why in the administration of a Delaware trust.
- 1 hr. 15 mins.
Instructors:
Anne Schumeyer, CTFA
Lynn Welch Watson, CFP, EA, Vice President, Sr. Trust Officer,
Brown Brothers Harriman Trust Co. of DE

Bank Secrecy Act and PATRIOT Act Best Practices
What do you have to know about your client and their assets before entering into a relationship?
- 1 hr. 22 min.
Instructors:
Mark V. Purpura, Esq., Director, Richards Layton & Finger, PA
Matthew Rosin, Esq., Vice President - Legal Affairs, Commonwealth Trust Company 
Jamie McGinley, Vice President - Trust Administration, Commonwealth Trust Company

Due Diligence in the On-Boarding of New Accounts
An overview of the compliance process.  What is involved in on-boarding new clients? - 1 hr. 25 min.
Instructors:
Anne Schumeyer, CTFA
Maria Iversen, SVP, The Northern Trust Company of Delaware

How to Properly Administer Directed Trusts
An overview of the do's and don'ts of administering directed trusts; including a discussion about sufficient due diligence, direction letters, and quarterbacking the trust administration process.  Why are directed trusts often more work despite the reduced responsibilities and why do referral sources often misunderstand this? - 1 hr. 29 min.
Instructors:
Cynthia D.M. Brown, President, Commonwealth Trust Company
Scott E. Swenson, Partner, Connolly Gallagher LLP

Income and Gift Tax Planning
A discussion of the specialized types of trusts utilized in Delaware planning including dynasty trusts, APTs, DINGs, BDITs, etc. This will include a discussion about the process of determining how and when each type of trust makes sense for your client. - 1 hr. 23 min.
Instructors:
Daniel Hayward, Director, Gordon, Fournaris & Mammarella, P.A.
Todd A. Flubacher, Partner, Morris, Nichols, Arsht & Tunnell LLP

Marketing Delaware: An Overview of Delaware and its Competition
An overview of the laws of the various states currently competing with Delaware in the trust business. This course is meant to provide trust officers with basic talking points regarding why, with an increased number of states developing similar laws, Delaware is and remains the preferred trust jurisdiction. The discussions will include an analysis of the differences between Delaware and states like Alaska, Nevada, South Dakota, Tennessee, as well as other emerging trust jurisdictions. - 1 hr. 27 min.
Instructors:
David Diamond, President, The Northern Trust Company of Delaware
Thomas M. Forrest, President & CEO, U.S. Trust Company of Delaware

Foundations in International Trusts
An overview of the basics on how to work with international clients and explanation of basic planning techniques for international clients. - 1 hr. 7 min.
Instructors:
David Manni, VP, JPMorgan Trust Company of Delaware
Charles Durante, Partner, Connolly Gallagher LLP

Quarterbacking the Trust Relationship
Discussions regarding best practices for trustees in (1) understanding the family’s planning, personal and funding goals, and (2) coordinating trust advisers (including tax preparers, advisers, money managers and co-trustees). - 1 hr. 29 min.
Instructors:
Daniel Hayward, Director, Gordon, Fournaris & Mammarella, P.A.
Michael Neri, Managing Director, U.S. Trust Company of Delaware

Recognizing Grantor Trust Issues
A review of what can cause a change in grantor trust status, what red flags an administrator should be looking for, as well as when and what questions to ask. - 1 hr. 36 min.
Instructors:
David Diamond, President, The Northern Trust Company of Delaware
George Kern, Managing Director, Regional Director, and Senior Fiduciary Counsel, Bessemer Trust Company

Key Factors of a Trust Document
An in-depth introduction to understanding the components of a trust document. Attention is paid to defining the grantor, the beneficiaries, the trustees, advisors, and trust protectors. Also addressed are tax considerations, grantor vs. non-grantor trusts, domestic vs. foreign trusts, distrubution terms, turst management, and accounting requirements. - 1 hr. 59 min.
Instructors:
David Diamond, President, The Northern Trust Company of Delaware
Cynthia D.M. Brown, President, Commonwealth Trust Company

Silent Trusts
Learn the foundations of Delaware's silent trusts including: the duty to inform beneficiaries, designated representatives, beneficiary safeguards, drafting considerations, amending, decanting, mergers, court petions, and more. - 1 hr. 28 min.
Instructors:
Elizabeth King, President, Brown Brothers Harriman Trust Co. of DE
Vincent Thomas, Partner, Young Conaway Stargatt & Taylor, LLP

Investment Basics

A review of the typical types of investments permissable in trust accounts.  Includes: stocks, fixed income/bonds, mutual funds, common trust funds, international investments, and more.  - 1 hr. 01 min.
Instructors:
Margaret Creed, VP and Chief Portfolio Strategist, Wilmington Trust
Gregory Wood, VP, The Northern Trust Co. of Delaware