The Trust is a Leading Provider of Insurance Products and Continuing Education Programs for Psychologists

This on-demand webinar invites clinicians to explore the complexities of risk management when regulations, technologies, and professional roles are rapidly evolving. Through discussion of real-world scenarios, the Trust Risk Management Consultants guide participants in examining how ethical principles apply when the “right answer” is not always clear. The session emphasizes critical thinking, tolerance for ambiguity, and an understanding of how various choices can impact patient care and professional liability. Topics include coaching, interjurisdictional telehealth therapy, documentation challenges, and the emerging use of artificial intelligence in clinical practice. Participants will learn to identify practical risk management strategies, analyze legal and ethical dilemmas, and balance evolving standards with sound clinical judgment. The program equips practitioners to navigate uncertainty while upholding high-quality care and ethical responsibility. Featuring: Leisl Bryant, Ph.D., ABPP; Daniel Taube, J.D., Ph.D.; Stacey Larson, J.D., Psy.D. [Note] This webinar was filmed on December 4, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives 1. Participants will apply current APA Ethical Principles and Standards to real-life scenarios. 2. Participants will identify at least three risk management strategies. 3. Participants will describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. 4. Participants will identify key risk management considerations related to using AI in one’s practice, offering coaching services, providing interjurisdictional telepsychology (IJTP), and balancing the need for appropriate documentation alongside patient privacy concerns. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification, totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten, and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

Join Dr. Daniel O. Taube on Friday, May 29, 2026, for Sequence XII. This webinar will be live with the opportunity to earn 6 CEs, and you can take 15% off your Trust Sponsored Professional Liability policy premium (for two consecutive renewals at your next policy renewal). Webinar time: 10:00 am-5:00 pm ET CEs: 6 Workshop Description For over 20 years, The Trust has been the premier resource for psychologists seeking to elevate their risk management strategies through live workshops, webinars, and expert consultation. Drawing on insights from over 110,000 professional consultations, our consultants have curated this workshop to address the specific, high-stakes problems seasoned practitioners face today. This 12th installment in our series focuses on applied, strategic methods to keep you grounded in ethical practice while protecting your career from legal and disciplinary exposure. Moving beyond the basics, the session explores the complex dynamics of "challenging conversations" across a variety of professional contexts. Specific topics include handling the impaired or unethical colleague; addressing race and microaggressions; navigating record keeping and the Information Blocking Rule; and managing the nuances of mandated child abuse reporting. Additionally, the presentation will cover conflicts of interest in collateral versus conjoint services, reducing risk in cross-jurisdictional telepsychology, and safety protocols for responding to patients or clients who engage in stalking, threatening, or harassing behaviors. Learning Objectives Describe at least five basic principles of ethics and risk management, as applied to several specific clinical situations that frequently arise in professional practice. Identify three risk factors and warning signs of distress/impairment in ourselves and our colleagues, and list three primary interventions for managing professional distress/impairment, and delineate two factors to consider when preparing for a conversation with a potentially impaired colleague and for deciding the appropriateness of a formal or informal ethical resolution. Describe two methods for effectively engaging in challenging conversations regarding race and ethnicity with colleagues, supervisors/supervisees, and patients/clients. Define the Information Blocking Rule and explain two strategies for ethically managing risk related to this rule. Identify three types of immunity provisions that protect psychologists who make mandated child abuse reports; and list three steps psychologists can take to minimize their risk in these situations. Apply at least two risk management strategies for decreasing risks when involving collaterals in treatment and/or providing conjoint psychological services. List four broad categories of factors to consider when determining whether to provide cross-jurisdictional telepsychological services. Discuss four strategies for ethically and safely managing patients/clients who exhibit stalking, threatening, or harassing behaviors. Agenda  Full agenda forthcoming. The schedule will be listed in Eastern Time. Read more

In this comprehensive workshop, Dr. Joe Scroppo guides psychologists through the multifaceted process of professional retirement and practice cessation, framing preparation not merely as a logistical task but as a critical ethical obligation to avoid harm. Moving beyond simple checklists, the session delves into the complex web of regulatory and business considerations involved in closing a practice, including navigating state-specific record retention mandates and insurance tail coverage, as well as the delicate clinical nuances of notifying current and former patients. Dr. Scroppo will also provide a vital roadmap for managing sudden, unforeseen interruptions in practice due to illness or death, emphasizing how tools like a robust professional will and the designation of a professional executor can protect a clinician’s estate from malpractice liability and spare loved ones from significant administrative burdens. By exploring these essential "wind-down" strategies, participants will gain the practical knowledge necessary to ensure a secure, compliant, and clinically responsible conclusion to their professional careers. Featuring: Joe Scroppo, Ph.D., J.D. [Note] This webinar was filmed on September 20, 2023, and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify three different negative outcomes associated with failing to plan for your unexpected incapacity or death.  Describe three strategies for closing down a practice in anticipation of retirement.  List three essential components of a professional will. Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification, totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten, and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

Telepsychology has become an essential part of practice, but navigating its ethical and risk management challenges requires going beyond checklists and simple compliance. This workshop invites psychologists to view telepractice through an ecosystem lens—a dynamic, interconnected system in which laws, technology, client needs, cultural contexts, and emerging regulations interact. Rather than treating these domains in isolation, we will explore how shifts in one area ripple outward, creating both risks and opportunities for ethical practice. Participants will gain a systems-level perspective on the current telepsychology landscape while engaging with applied tools to support ethical, risk-managed judgment. Facilitator: Leisl Bryant, Ph.D., ABPP [Note] This webinar was filmed on October 29, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Describe the telepsychology ecosystem as an interconnected system of ethical, regulatory, technological, clinical and societal domains, and explain how changes in one area can create ripple effects across others.  Identify common areas of risk in telepsychology and recognize how these risks interact across domains. Apply structured decision supports (e.g., decision guides, frameworks, case-based analyses) to evaluate complex telepsychology scenarios where multiple factors must be weighed simultaneously. Identify at least three risk management strategies for effectively managing real-world telepsychology decisions. Important Notice Because this webinar is on demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification, totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten, and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

This annual event brings together hundreds of psychologists from across the country for three days of engaging, practice-oriented skill-building and risk-management sessions. Now you can experience all 12 presentations from NPC 2025 on demand—ideal for those who couldn’t attend live or want to revisit the content. Presented by The Trust and the National Register of Health Service Psychologists, NPC offers actionable, real-world strategies you can implement right away. Explore timely topics, including AI in clinical practice, APA Guidelines, multicultural realities, supporting students with ADHD, and more. Earn up to 26 CEs for $500, with Trust policyholders receiving a $100 discount and paying only $400! Webinars Included in This Bundle Turbulence and Uncertainty as a Catalyst: The Evolving Role of Advocacy and the Opportunity for Practitioners (1 CE) When Grief is in the Chair and on the Couch: Managing Your Own Loss While Supporting Others (1.5 CEs) Working with College Students with ADHD: Executing Strategies to Improve Success (1.5 CEs) AI in Clinical Practice: Applications, Ethics, and Responsible Adoption (3 CEs) Therapy and the Law: Navigating the Legal Maze (3 CEs) Chasm and Connection: A Therapist’s Guide to Navigating Turbulent Times (1 CE) Supervising Through Times of Uncertainty: Navigating Contemporary Supervision Dilemmas (1.5 CEs) Supporting Older Adults and Their Care Givers When Challenging Behaviors Emerge (1.5 CEs) Promoting Healthy Decision Making Among Adolescents in Challenging Times (3 CEs) Understanding and Applying the American Psychological Association Guidelines for the Practice of Telepsychology (3 CEs) The Trust Ethics and Risk Management Roundtable at NPC 2025 (3 CEs) Multicultural Realities and Emotionally Focused Therapy (3 CEs) Important Notice Because this webinar is on-demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete six (ce-eligible) webinars, Pass the brief exams, and, Complete the brief evaluation forms. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification, totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten, and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more

Sustaining a successful clinical practice involves more than clinical expertise—it also requires time, energy, and a clear mind for decision-making, problem-solving, and building meaningful client relationships. Yet, all of these can be compromised by fatigue and professional burnout. This webinar will explore the connection between self-care and effective business practice. The talk will review practical ways to integrate self-care strategies into your daily routine as part of your business practices. Attendees will identify self-care practices they can implement to enhance clinical performance, improve business decision-making, and support long-term career satisfaction. Facilitator: Tonya Wood, Ph.D. [Note] This webinar was filmed on December 11, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Identify two risks for professional burnout and their impact on sustaining an effective clinical practice. Articulate three practical techniques for managing work stress and reducing burnout. Identify two professional implications of developing and implementing a personalized self-care plan. Important Notice Because this webinar is on demand, once you are registered and have created a login account, you can view the webinar at any time in whatever time increments are most convenient. In order to download your CE certificate, receive CE credits, and become eligible for a discount on your Trust Sponsored Professional Liability Insurance policy premium, you must: Complete the entire webinar, Pass a brief exam, and, Complete a brief evaluation form. You are required to achieve a passing score of 75 percent or higher. You are allowed three attempts to successfully complete the exam. If you are unsuccessful on the third attempt, you must re-purchase the course to try again. Eligibility for Insurance Premium Discounts You can combine 6 hours of CE from any of The Trust’s on-demand webinars, bundles, and Sequence Workshops to save 15% on your Trust Sponsored Professional Liability insurance premium for two consecutive renewal periods. You can combine 4 hours of CE from any other continuing education program authorized by APA to offer CE and save 5% on your Trust Sponsored Professional Liability insurance premium for one year. To obtain CE discounts, download and submit CE certificates (totaling 4 or 6 hours as explained above and completed within the previous 15 months) with your insurance application or policy renewal. Discounts are not applicable to Researcher/Academician or Student policies. Group policies become eligible for CE discounts when at least 50% of individuals insured under the group policy submit CE certification, totaling the number of credits needed for a particular percentage discount. All applications are individually underwritten, and submission of CE certification will not guarantee insurance policy issuance or renewal. Continuing Education Credits The Trust is approved by the American Psychological Association to sponsor continuing education for psychologists. The Trust maintains responsibility for this program and its content. The Trust is recognized by the New York State Education Department’s State Board for Psychology as an approved provider of continuing education for licensed psychologists #PSY-0019. Continuing Education Grievance Policy The Trust is fully committed to conducting all activities in strict conformance with the American Psychological Association's Ethical Principles of Psychologists. The Trust will comply with all legal and ethical guidelines for non-discrimination in promotional activities, program content and in the treatment of CE participants. The Trust CE Director is responsible for complying with these standards. While the Trust strives to assure fair treatment for all participants and to anticipate problems before they occur, occasionally grievances may be filed. In cases where a participant files a written or oral grievance, the following actions are taken: If the grievance concerns the content of the workshop, webinar, book or the continuing education test, a Trust representative will mediate and will be the final arbitrator. If the participant requests action, the CE Director or a Trust representative will either provide a credit for a subsequent CE offering or provide a partial or full refund of the CE fee already paid. Actions involving a credit or a refund will require a written note documenting the grievance for record-keeping purposes. The aggrieved individual need not sign the note. If the grievance specifically concerns The Trust, the CE Director or Trust representative will attempt to arbitrate. Direct correspondence to: Continuing Education The Trust 111 Rockville Pike, Suite 700 Rockville, MD 20850 Phone: (800) 477-1200 Email: grievances@trustinsurance.com NOTE: This information is provided as a risk management resource and is not legal advice or an individualized personal consultation. At the time this resource was prepared, all information was as current and accurate as possible; however, regulations, laws, or prevailing professional practice standards may have changed since the posting or recording of this resource. Accordingly, it is your responsibility to confirm whether regulatory or legal issues that are relevant to you have since been updated and/or to consult with your professional advisors or legal counsel for timely guidance specific to your situation. As with all professional use of material, please explicitly cite The Trust Companies as the source if you reproduce or distribute any portion of these resources. Reproduction or distribution of this resource without the express written permission of The Trust Companies is strictly prohibited. Read more