ACE Speaks

ACE's Past Presentation Topics - New topics continually updated

  • How to Close an Estate, and Not Be a Turkey on Thanksgiving

    A four-week workshop for non-professional family trustees to highlight tips and tricks which can help you minimize your personal liability and could help save some family relationships.

  • How to Talk So Your Attorney Will Listen & Listen So Your Attorney Will Talk

    A joint presentation with an attorney to the Professional Fiduciary Association Chapter Meeting. Provides insights into communication and personality quirks of fiduciaries and attorneys.

  • Don’t Get Fooled by Common Myths of Aging

    A client appreciation presentation to highlight some very common myths and how certain choices pave the way for successful aging.

  • Cookies and Cream: Dealing with Difficult VIP’s

    An interactive presentation to National Guardian Association members on methods to handle some difficult personalities and situations with professional aplomb.

  • Leveraging Your Legacy

    Do your clients have potential sizeable capital gains tax issues? Provides a panel discussion on transitional decision making and how to maximize your client’s resources to “preserve their trust for the benefit of their legacy”.

  • If These Docs Could Talk

    A presentation to Young Barristers which highlights the top issues in estate planning that more often leads to the need for a neutral professional, experienced trustee. Presented from the point of view of one using the estate planning documents.

  • Under the Hood - Fiduciary Accounting that Withstands Court Impact!

    An overview of the Probate Code format for estate and trust accounting, presented to tax preparers, attorneys and fiduciaries. Also available as a one-on-one training program.

  • Don’t Lose Your Valued Client to Dementia

    A presentation to give words and solutions to professionals (investment advisors, tax professionals) who see clients regularly over a long period of time as they notice declining function. You might be the person who sees and stops elder financial abuse in its tracks.

  • 7 Reasons Why You Might Need A Great Professional Fiduciary

    Perhaps you or your clients might benefit from knowing what situations fit a professional fiduciary. This is an eye-opening short presentation on how a private professional fiduciary can be of service to you.

Contact us to have ACE speak at your next event!