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DTSTART:20260514T153000Z
DTEND:20260514T173000Z
LOCATION:Duquesne Club, 325 Sixth Avenue, Downtown
UID:2933720260514T153000ZTrust Administration Issues
DTSTAMP:20260407T030558Z
DESCRIPTION:\n[John Shaffer](/assets/Councils/Pittsburgh-PA/userContent/files/John%20Shaffer%20bio.docx), [Lisa Dougan](/assets/Councils/Pittsburgh-PA/userContent/files/Lisa%20Dougan%20bio.docx) and [Tom Crowley](/assets/Councils/Pittsburgh-PA/userContent/files/Tom%20Crowley%20bio.docx) from Aligned Partners Trust Company will discuss issues and challenges arising during the trust administration and estate planning process.  The panel will discuss directed trusts, beneficiary designations, IRAs held in trust among other topics.  The panel will also discuss challenges encountered during the course of administration and practical tips on assisting with efficient planning. \n\nLearn More About the AEP® Designation\nIn addtion to the panel discussion, there will be a special presentation by Bronwyn Martin, NAEPC Treasurer and past president of the Chester County EPC. She will highlight the benefits of earning the AEP®—the only graduate-level, multidisciplinary estate planning credential focused on collaboration.\n\nOpen to credentialed professionals in accounting, financial planning, insurance, legal, philanthropic, and trust services who meet experience and ethics requirements. Bronwyn will also explain the streamlined council nomination process and answer questions.\n\nDiscover how to join 2,300+ professionals nationwide committed to excellence in estate planning.\n\n1 CPE, 1 CLE approved and 1 CFP credit pending. Prospective members are welcome!\n
SUMMARY:Trust Administration Issues - Estate Planning Council of Pittsburgh 
PRIORITY:3
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DESCRIPTION:Reminder
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