2017 Will and Trust Forms Update Now Available

The 2017 ITA Will & Trust Forms are now available.

Don’t pass up the chance at over 36 different Will, Trust and Estate and Charitable Planning Forms and commentary. Each form may be edited to meet your specific needs. The forms range from the very simple Will/Trust to the more complex forms. There are 125 different special powers and provisions that can be used to tailor the document to your client’s situation. The added provisions range from farm manager designation clauses to the allocation of S corporation stock.

2017 Order Form

Orders are now being taken for the updated disks. Included is a disk in both MS Word and .pdf formats. All forms are available on the CD, both with the editable forms and a .pdf version of the forms with commentary that cannot be edited. You may print out the forms and commentary. Please fill out the order form included in this mailing and send it to the address listed. If you have any questions, please contact Darcy Burnett at 800-987-7365.

Please click here to view the Table of Contents from the Will and Trust Form Manual.

Attractiveness of municipal bonds should not be overlooked in 2014

After a challenging year for the municipal bond (muni) market in 2013, we believe the underlying strength of munis has improved, making the asset class an attractive proposition heading into 2014. In our view, challenges and headwinds will continue in 2014; however, more palatable yields and the relative attractiveness of munis versus other taxable alternatives may help investors limit the volatility and downside witnessed over the past year.

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Attractiveness of muni bonds should not be overlooked in 2014

ITA Announces New Member Promotion

Help the Iowa Trust Association bring new banks to the association and win an iPad!

If you are a member and refer a bank to join the ITA before the October 1 ITA Fall Conference, both you and the main contact at the new member bank will be entered into a contest for an iPad!

Every new main contact’s name from a new member bank received prior to October 1, 2014, will be entered into a drawing for a new iPad, along with their sponsor (a sponsor is not required to participate in the drawing). The winner will be announced at the ITA annual meeting October 3, 2014.

The drawing is open to any bank that has not been a member in the past three years. We encourage you to contact your friends and peers in the trust industry,  encourage them to join, and see all the benefits of the Iowa Trust Association.

2014 ITA Membership List

For questions contact Darcy Burnett at 515-286-4352. The ITA can also send prospective members a membership packet at your request.

ITA Webinar – It’s Late Do You Know Where Your Fees Are?

ITA is please to present a webinar to help you meet some of the most current challenges facing the fiduciary industry. The wealth management and trust business has a tremendous amount of risk associated with it; the reward generated from providing services is not always commensurate with the risk taken on, and, at a certain point the reward or profitability is no longer sustainable.  Through an analysis of industry data and an understanding of the key risk indicators, KRI’s, for the wealth and trust business, this session will provide insights on how to grow top line revenue while mitigating risks.  Various best practices will be discussed, including how a consistent process addressing revenue enhancement opportunities will provide for optimum risk-adjusted revenue within the Wealth Management and Trust business line.
More Information

ITA Fall Conference Approved for Continuing Education

Attendees at the Iowa Trust Association Fall Conference will qualify for continuing education hours.

CLE

CLE is approved for 8.25 hours. The activity number is 113203.

CTFA

CTFA is approved for 7.5 hours. The breakdown of CTFA hours is as follows:

Designation    Credits
– FID:           3.25
– INV:           1.5
– TAX:           1.5

Additional 1.25 credits to the totals given based on which breakout session attended:

*REITS-The most misunderstood asset class– INV 1.25
*Changes to powers of Attorney–FID 1.25
*Estate Planning for Digital Assets–FID 1.25