2024 Foundations of Delaware Trusts

Description

The Delaware Financial Education Alliance proudly announces three new virtual video sessions in the Foundations of Delaware Trust series. Each session will be available live and on-demand making it convenient to educate your entire staff. Don't miss these informative seminars. 

Sessions are $199 each for DBA members or $499 for all three. 

To register for all three sessions select the "All 3 Sessions" pass.  To register for individual sessions select the "Individual Session" pass.  Then select the sessions under the events page.  If you have any issues registering please reach out to Corinne.Stayton@debankers.com

September 25 @ 9:00 am. - 10:30 a.m.
Transferring Trust Situs – Techniques and Practical Considerations
This session will provide an overview of the various methods available for transferring trust situs to Delaware, discussion of the transfer requirements imposed by other jurisdictions, and practical guidance for transferring trusts to Delaware.

Instructors: Matthew P. D'Emilio, Managing Member, McCollom D'Emilio Smith Uebler LLC; Kerry Porter, Senior Fiduciary Director, Brown Brothers Harriman Trust Company of Delaware, N.A.

September 27 @ 9:00 am. - 10:30 a.m.
Advanced GST Tax Practices
A discussion about the nuances of fixing unintended problems, avoiding pitfalls, and identifying advanced GST taxation planning opportunities.

Instructors: Cynthia D.M. Brown, President, Commonwealth Trust Company; Kimberly Gill McKinnon, Director, Gordon, Fournaris & Mammarella, P.A.

October 2 @ 9:00 am. - 10:30 a.m.
BSA/AML for Trust
This session will cover due diligence for silent trusts, high risk clients, and how banks handle onboarding high risk clients.

Instructors: Danielle Albrecht, CAMS, CFIRS, AML/BSA President, Glenmede; Michael Bridgeman, Chief Compliance & Risk Officer at the Trust Company of the South; Mark Gray, Consultant, Mark Gray Consulting Group.