PDS Companies | ITM TwentyFirst University 
Course Schedule for 2016
Register Now For These Great Learning Opportunities!
FREE CE credit for CFP® and CTFA.   
Thursday, September 15th - 1:00 pm (CDT) 
Insurance For Trust Real Estate Assets, All You Need To Know     
Many clients put their real estate assets into their trusts. The trustee is responsible for validating the real estate is insured properly for not only property coverage, but also liability coverage. If the real estate asset is in an area that experiences floods, hurricanes, or earthquakes, for example, is there adequate coverage for the property? Is there worker's compensation insurance for the caregivers and others working in the home and employed by the trust? This webinar will discuss these issues and many others that affect the insurance we place on the real estate assets that we manage for our trust clients 
 


  
 
Presenter: 
Judie Altman, Vice President and Senior Portfolio Manager, PDS Companies

 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations  
Tuesday, September 27th - 1:00 pm (CDT) 
How TOLI Trustees Can Avoid Getting Sued    
Most Trust-Owned Life Insurance (TOLI) trustees are not aware of the many ways that they can be sued. Life insurance is a peculiar asset, and policy management and the administration of a TOLI trust often leave the TOLI trustee open for litigation on many fronts. This session will review the most prevalent litigious situations, show actual cases where trustees could have been liable for hundreds of thousands of dollars of damages, and provide the trustee with solutions to mitigate their liability. A session workbook will be provided to attendees outlining actual case studies and solutions. For the TOLI trustee hoping to avoid his or her day in court, this session is a must.


  
 
Presenter: 
Michael Brohawn, CFP, CLU and Aaron Hanson, CLU, ITM TwentyFirst 
 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
Thursday, October 13th - 1:00 pm (CDT) 
Discretionary Distributions   
The majority of private trusts contain language granting discretionary powers to the trustee. The administration of these trusts can pose challenges to even the most seasoned trust administrator. Mistakes in the exercise of discretion can result in damaged relationships, reputational risk, and even legal actions. This session on Discretionary Distributions will cover the responsibilities of the trustees in the administration of discretionary trusts with the backdrop of the uniform trust code.



  
 
Presenter: 
Randy Pople, CFP, AEP, Pople Financial Consulting
 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
Tuesday, November 1st - 1:00 pm (CDT) 
What to Do With An Unwanted Life Insurance Policy?  
With the estate tax law changes of the last few years, the need for a life insurance policy held in trust has diminished for some - or at least that is what many TOLI trustee clients believe. TOLI trustees must always manage the asset to maximize the benefit to the beneficiary or subject themselves to fiduciary liability. How to do that will be the focus of this session, as we will explore prudent alternatives and develop a process around analyzing options on an asset that could be worth millions. We will provide actual real-life case examples in a session workbook that attendees can use for future reference. Life insurance policy advisors and trustees attending this session will be provided with vital information designed to increase client service and minimize their liability.



  
 
Presenter: 
Michael Brohawn, CFP, CLU and Aaron Hanson, CLU, ITM TwentyFirst

 
This session is pending approval for 1 hour CE Credit for both CFP® and CTFA designations
PDS Companies
 Kip West

877-737-2667

1301 South Bowen Road, Suite 335
Arlington, TX  76013
 
                          kwest@pdscompanies.com    http://www.pdscompanies.com
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