| 8:30 a.m. - 9:00 a.m. |
Registration & Continental Breakfast
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| 9:00 a.m. - 10:00 a.m. |
Point of View: The Economy, Markets and Investment Strategy
Fritz Meyer
FritzMeyerPOV
Lead by an independent economist and highly rated educator, this hour will provide an in-depth analysis of trends in the economy and financial markets and concludes with recommendations on investment strategy.
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| 10:00 a.m. - 11:00 a.m. |
An Update from Washington, D.C.
David Androphy
American Bankers Association
This session will cover current federal legislative and regulatory actions impacting trust and wealth management activities, operations, and compliance. Topics will include proposed legislation on retirement investing followed by regulatory proposals, finalized rules, and guidance on the DOL Fiduciary Rule, inherited IRA RMDs/distributions, non-deposit investment products, beneficial ownership reporting impacting trust arrangements, custody activities, and the demise of the Chevron review standard and its implications for federal rulemaking. This presentation further will preview the anticipated rulemaking initiatives for 2025.
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| 11:00 a.m. - 12:00 p.m. |
Trust Updates from the Regulators
John Ahlen, Kelly Davis, & Baker Moseley
Arkansas State Bank Department
We will first provide a summary of the Trust Institutions Act updates. Following that, we will discuss current regulatory trends in the fiduciary industry. Topics include the Corporate Transparency Act (CTA), the Department of Labor's (DOL) Prohibited Transaction Exemption (PTE) 2020-02, and recent Individual Retirement Accounts (IRA) changes in 2025.
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| 12:00 p.m. - 1:00 p.m. |
Lunch
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| 1:00 p.m. - 2:00 p.m. |
The Latest from the Uniform Law Commission: What to Expect in the Near Future
Cliff McKinney
Quattlebaum, Grooms & Tull PLLC
Several new uniform laws are currently being considered by the Arkansas General Assembly, including the 2022 UCC Amendments, the “Pick Your Partner” UCC Amendments, the Uniform Trust Decanting Act, and the Uniform Electronic Legal Materials Act. In addition to these pending laws, several new uniform laws are on the horizon, including the Uniform Mortgage Modification Act, the Uniform Special Deposits Act, and the Uniform Antitrust Pre-Merger Notification Act. Hear from one of Arkansas’s Uniform Law Commissioners as he discusses the latest from the Uniform Law Commission.
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| 2:00 p.m. - 2:15 p.m. |
Networking Break
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| 2:15 p.m. - 3:15 p.m. |
The 2025 Arkansas General Assembly: What the Sessions Means to Real Estate and Business
Cliff McKinney
Quattlebaum, Grooms & Tull PLLC
The Arkansas General Assembly is hard at work reshaping Arkansas's laws. Hear an update on the proposals considered by the General Assembly that impact the real estate market and the business community in Arkansas. What passed? What didn’t? What will be the biggest change? The topics will be hot off the press with the latest deliberations of the legislature.
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| 3:15 p.m. - 4:00 p.m. |
Trustee Releases and Attorney Fees
Dan Young
Rose Law Firm
This session will provide an overview of state law (i) on the statute of limitations for bringing an action against a trustee and releasing a trustee for breach of trust and (ii) the reimbursement of expenses for a trustee and the court’s authority to require another party to pay legal feeds in trust litigation.
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