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2012 Trust Conference
Wednesday, April 25, 2012
The Courtyard Marriott @ USC
630 Assembly StreetColumbia, SC
Registration 9:00 a.m.Business Sessions 9:30 a.m.Adjournment 3:15 p.m.
Please Register Before April 18, 2012
This Conference has been submitted for approval for Continuing Legal Education Credits and Certified Trust and Financial Advisor Credits.
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.
Agenda
9:00 a.m. REGISTRATION
COFFEE AND PASTRIES
9:30 a.m. BUSINESS SESSION
Opening Remarks
Cindy Kelly
Chair, SCBA Trust Committee & Vice President, Trust Officer, Arthur State Bank, Roebuck, SC
9:35 a.m. Fiduciary Responsibility
Jeff Z. Brooker, III, Esquire, The Brooker Law Firm, P.A., Columbia, SC
10:35 a.m. BREAKPlease visit the exhibitors and sponsors!
11:05 a.m. Strategies in a Low-Interest Rate Environment
R. David Massey, Esquire, Brown, Massey, Evans, McLeod & Haynsworth, LLC, Columbia, SC
12:05 p.m. LUNCHEON
Hosted by: Kip Anderson, Federated Investors, Pittsburgh, PA
1:05 p.m. 2012 Economic Update
Tim Quilin, Economist, Wells Fargo Securities, LLC, Charlotte, NC
2:05 p.m. Washington Update
Cecelia A. Calaby, Senior Vice President, American Bankers Association, Center for Securities, Trust and Investments, Washington, D.C.
3:05 p.m. Door Prize Drawings
3:15 p.m. ADJOURNMENT
Please share this information with your associates.
You are sure to be pleased with the variety of topics presented as well as the level of high-caliber speakers. Please make plans to attend and bring as many of your associates as possible. This is the most cost-effective and informative trust conference available in South Carolina.
Cost — $120 per member and $275 per non-member.