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

Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity and the understanding that there may be no single ideal solution to each challenge. We will also discuss strategies for effective risk management and good patient care when regulations and requirements are unclear. Featuring: Leisl Bryant, Ph.D., ABPP; Daniel Taube, J.D., Ph.D.; Marc Martinez, Ph.D., ABPP [Note] This webinar was filmed on June 5, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Apply current APA Ethical Principles and Standards to real-life scenarios. Identify at least three risk management strategies. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. Identify key risk management considerations related to data privacy and security issues with Artificial Intelligence (AI), general guidance for the ethical and risk-managed use of AI, the core purposes of records, and ethical considerations when documenting sensitive patient/client information. 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

Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity and the understanding that there may be no single ideal solution to each challenge. We will also discuss strategies for effective risk management and good patient care when regulations and requirements are unclear. Featuring: Leisl Bryant, Ph.D., ABPP; Eric A. Harris, Ed.D., J.D.; Julie Jacobs, Psy.D., J.D. [Note] This webinar was filmed on March 6, 2025, and may not reflect the most current information and laws regarding this topic. Learning Objectives Apply current APA Ethical Principles and Standards to real-life scenarios. Identity at least three risk management strategies. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. Identify key risk management considerations related to risk management in uncertain times, the critical importance of self-care, and legal considerations, resources, and cautions when practicing across state lines. 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

Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity and the understanding that there may be no single ideal solution to each challenge. We will also discuss strategies for effective risk management and good patient care when regulations and requirements are unclear. Featuring: Leisl Bryant, Ph.D., ABPP; Eric Harris, Ed.D., J.D.; Daniel Taube, J.D., Ph.D. [Note] This webinar was filmed on December 5, 2024, and may not reflect the most current information and laws regarding this topic. Learning Objectives Apply current APA Ethical Principles and Standards to real-life scenarios. Identity at least three risk management strategies. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. Identify key risk management considerations related to the handling of subpoenas and the complexities of interjurisdictional telepsychology. 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

We've bundled six of our popular on-demand webinars to bring you our PSYPACT Bundle! Any three of the six CEs earned from this brand-new bundle can be used to fulfill PSYPACT's three-hour CE requirement for your E. Passport renewal. Plus, the combined six CEs earned will make you eligible to save 15% on your Trust Sponsored Professional Liability insurance policy for two consecutive renewal periods. Normally priced at $15 each, you get access to all six for only $45 - a 50% savings! Facilitators: Leisl Bryant, Ph.D., ABPP; Joe Scroppo, Ph.D., J.D.; Marc Martinez, Ph.D., ABPP; Sara Smucker Barnwell, Ph.D.; Margo Adams Larsen, Ph.D.; Janet Pippin Orwig, MBA, CAE [Note] These webinars were filmed from 2022 - 2024 and may not reflect the most current information and laws regarding this topic. 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 all 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. Three of the six CEs earned from this bundle can be used to fulfill PSYPACT's three-hour CE requirement for your E. Passport renewal.  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

Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity and the understanding that there may be no single ideal solution to each challenge. We will also discuss strategies for effective risk management and good patient care when regulations and requirements are unclear. Featuring: Leisl Bryant, Ph.D., ABPP; Marc Martinez, Ph.D., ABPP; Jeffrey Younggren, Ph.D., ABPP [Note] This webinar was filmed on September 12, 2024, and may not reflect the most current information and laws regarding this topic. Learning Objectives Apply current APA Ethical Principles and Standards to real-life scenarios. Identity at least three risk management strategies. Describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components. Identify key risk management considerations related to: ending care with patients/clients (including when the clinician ends care despite the patient’s preference to continue), responding to patient/client requests for disability paperwork, and ethical and risk management considerations for effectively handling multiple relationship. 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

Together, participants will work to see the risk management implications of specific situations and choices, scrutinize options for resolution, and foster a tolerance for ambiguity and the understanding that there may be no single ideal solution to each challenge. We will also discuss strategies for effective risk management and good patient care when regulations and requirements are unclear. Featuring: Leisl Bryant, Ph.D., ABPP; Julie Jacobs, Psy.D., J.D.; Joe Scroppo, Ph.D., J.D. [Note] This webinar was filmed on June 13, 2024, and may not reflect the most current information and laws regarding this topic. Learning Objectives Participants will apply current APA Ethical Principles and Standards to real-life scenarios. Participants will identify at least three risk management strategies. Participants will describe specific dilemmas that are arising in professional practice and analyze the relevant legal, ethical, clinical, and risk management components.  Participants will identify key risk management considerations related to conjoint/couples therapy, working with minors, and confidentiality with adolescents and parents.  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