Academic journal article ABA Banking Journal

Shed the Dinosaur Image and Bone Up on Knowledge

Academic journal article ABA Banking Journal

Shed the Dinosaur Image and Bone Up on Knowledge

Article excerpt

In today's competitive banking arena anyone without the latest knowledge runs the risk of becoming extinct, hence the theme, "Dynamo or Dinosaur: Which will you be?" of the 1997 ABA National Trust and Private Banking Conference. The meeting will be held on Jan. 26-29 in Washington, D.C.

A planning committee of senior bank executives built the conference program around one driving question: "What do I really need to know in order to protect my Trust and private banking client base?" General sessions include:

A View From the Future. Trend-analyst Edith Werner, president of Weiner, Edrich, Brown, Inc., New York, N.Y., will offer insight into the future of financial services as well as the social trends, demographic changes, political movements, and technological developments that will affect the economy. She will provide strategies on how to manage new products, new markets, and new investment opportunities.

Family Limited Partnerships. Joseph W. Mooney III, vice-president and senior trust officer. Mercantile Trust Company, St. Louis, Mo., and Michael D. Mulligan, partner, Lewis, Rice, and Fingersh, St. Louis, Mo., will talk about structuring family limited partnerships (FLPs) to create valuation discounts for gift and estate tax planning purposes. The speakers will provide approaches for winding up the business and/or investment activities of an FLP while preserving maximum income tax deferral for its members/partners and optimal results for the FLP's property.

Family Emotional Process and the Entanglements of Inheritance. …

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