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15th Annual Fiduciary Focus

The 15th Annual Fiduciary Focus provided information regarding recent developments in wealth planning, using trustee investment statements, strategies to avoid fiduciary pitfalls and "Mother May I" petitions with no contest clauses.

Supplemental materials from the presentation are now available for download. 

Please note that our continuing education application was for live credit only. As such, the materials are not applicable for credit in any state.

Download Materials

Join us for our 15th Annual Fiduciary Focus! Breakfast and lunch will be provided.
Continuing Education Credit: This program is approved for 4.5 hours of CPE and CFP credit.
Topics Include:
  • Recent Developments in Wealth Planning
  • Using Trustee Investment Statements
  • Strategies to Avoid Fiduciary Pitfalls
  • "Mother May I" Petitions with No Contest Clauses
There is no cost to attend this event.


8:30 - 9:00 AMBreakfast & Registration
9:00 - 9:05 AMWelcome
9:05 - 10:20 AMRecent Developments in Wealth Planning
Presenters: Farhad Aghdami, Daniel Durst & Christine Piersall
10:20 - 10:30 AMBreak
10:30 - 11:30 AMUsing Trustee Investment Statements
Presenter: Stephan Lipskis
11:30 - 11:40 AMBreak
11:40 AM - 12:25 PMStrategies to Avoid Fiduciary Pitfalls
Presenter: Jefferson Hunt
12:25 - 1:00 PM"Mother May I" Petitions with No Contest Clauses
Presenter: George Bowles
1:00 - 1:05 PMClosing
1:05 - 1:30 PMLunch
Disclaimer: This program is for informational purposes only and does not constitute legal advice nor automatically form an attorney-client relationship with participants.