CTA Pulling Back the Curtain & Shining a Spotlight on Client Assets



Join first, then login to BHBA+ to access this program.

Credit Details
Credit Hours:
Specialty Area:
Credit Type:
Original Air Date:
November 21, 2023
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

The Corporate Transparency Act (CTA) takes effect January 1, 2024. Despite the name it has broad implications for trusts & estates practice. The CTA is meant to pull back the curtain and shine a spotlight on client assets. The reporting obligations are significant and in some cases extend to their professional advisors. This session will identify who the CTA applies to, what must be done and when to comply, and considerations and suggestions for estate planners in advance of the effective date.

Meet the Speakers
2 (2)
David Bawden


Senior Trust & Estates Paralegal Withers Bergman LLP

He focuses on all aspects of estate and trust administration. As a paralegal working in the legal field for nearly 20 years, his experience includes:

probate and trust accounting;
estate and trust administration;
oil, gas and mineral interests;
real property;
corporate; and
drafting of wills, trusts and ancillary documents.

... Read more
1 (1)
Elizabeth Bawden


Partner Withers Bergman LLP

She focuses her efforts on estate planning, planned giving and tax-exempt organizations. Elizabeth represents clients in matters related to family wealth transfers for large estates, sophisticated estate and gift tax saving techniques, charitable planned giving, and complex probate and trust administrations, including matters involving digital assets and cryptocurrencies. She also regularly represents tax-exempt organizations in formation, organizational and operational issues. Her practice also includes advising socially minded entrepreneurs and business owners on their options for dedicating their companies to philanthropic causes.

... Read more

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

Tells us who you need and when below

Please enable JavaScript in your browser to complete this form.
What type of support staff are you looking for?