April 25, 2012
The South Carolina Bankers Association Trust Committee is proud to announce its annual Trust Continuing Education Conference. Our program is designed to benefit trust department personnel at all levels.
The morning will begin with the presentation “Fiduciary Responsibility” presented by Jeff Z. Brooker, III, Esquire, The Brooker Law Firm, P.A., Columbia, SC. This session will include a look at the recent cases and developments concerning fiduciary administration and where things went wrong.
“Strategies in a Low-Interest Rate Environment” will be presented by R. David Massey, Esquire of Brown, Massey, Evans, McLeod & Haynsworth, LLC in Greenville, SC. Mr. Massey will review the impact of the present low interest rate environment on the Principal & Income Act, Estate Planning Strategies and Total Return Trusts.
A “2012 Economic Update” will be next on the program. In this economic outlook presentation, Tim Quilin,economist, Wells Fargo Securities, LLC, Charlotte, NC will provide information on the national and state economies. He will be of particular interest to trust professionals as prior to joining the economics group in 2007, Mr. Quilin held positions within Wachovia as a trust account portfolio manager and as an investment strategist.
The conference will conclude with a “Washington Update” presented by Cecelia A. Calaby, senior vice president, American Bankers Association, Center for Securities, Trust and Investments, Washington, DC. Ms. Calaby will review recent developments impacting the trust and wealth management business, including legislative proposals under consideration in the U.S. Congress, as well as recent developments before the regulatory agencies. Specific matters to be addressed will include regulatory restructuring, estate and gift tax and other tax issues, bank custody services and employee benefit issues.
We hope you will join us for the 2012 Trust Conference.
For more information or to access the agenda please visit: