ABA National Trust School

September 14-19, 2014 • Emory Conference Center and Hotel, Atlanta, Georgia

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Fundamental Trust Education

Related Offerings

Designed for students starting out in their career or in need of a refresher, the ABA National Trust School is a value-packed five-day residency program that provides a solid foundation and overview of technical trust topics. Students will learn the fundamental concepts of trust administration, planning options, and solutions to client problems as they develop a deeper understanding of fiduciary requirements.

The school covers the essentials, helping students become more confident in interacting with clients, and developing skills in assessing risk, working with grantors, legal professionals, co-trustees, and beneficiaries. Applicants should have at least one year of experience in the trust industry.

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Curriculum

The ABA National Trust School offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys, and industry experts. In addition, students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Over five days, students receive a solid foundation in the technical skills and knowledge required in the trust, investment, financial planning, and estate planning industry. The world-class program includes the latest strategies in:

  • Account Administration
  • Fiduciary Law & Compliance
  • Tax & Estate Planning
  • Personal Financial Planning
  • Investment Management

Who Should Attend

  • Trust Officers
  • Trust Administrators
  • Trust Managers
  • Trust Counsel
  • Trust Tax Specialist
  • Investment Officers
  • Financial Planners
  • Private Bankers
  • Attorneys/Paralegals

Additional Information

Hotel Reservations and Deadlines

Call the Emory Conference Center hotel at 404-712-6565 or 800-933-6679 to make your hotel reservations. Mention the ABA National or Graduate Trust School to get the discounted rate of $193/night (+tax) for single occupancy per night. All reservations as well as changes in arrival, departure, type of accommodations, or cancellations must be made directly with the hotel. After August 19, rooms are subject to availability and prevailing rates will apply. For more information about the hotel, visit www.emoryconferencecenter.com.

In last two years, the conference center sold out! Please complete your registration and make your hotel reservation early for the 2014 session to avoid disappointment.

The hotel rate extended to participants of the ABA Trust Schools is an ABA negotiated rate. This rate is inclusive of other school-related services, full breakfast, dinner and class events.  If you book a room at Emory through a travel agent or other means at a lower rate, you will be billed an additional rate for school-related services extended to you onsite as part of our program.

2014 Class Schedule
Registration will take place on Sunday between 10:30 AM and 12:30 PM.  Orientation and first classes will run between 12:30 and 5:30 PM.  Classes will run Monday - Thursday from approximately 8 am to 5:30 pm.  Friday classes are scheduled from 8 AM to 12:30 PM.  Attendance is required at all classes to earn a diploma or certificate.

Admission Criteria
ABA recommends students have at least one year of experience in the trust industry.

Certificate Criteria
To receive a certificate of completion, students must complete the two pre-session online courses, attend all classes and actively participate in all in-session case studies.

School Transcripts
Transcripts and Verification of Attendance for the ABA National Trust School are available from 1990 to present. To request either document, please e-mail Daisy Johnson at daisyj@aba.com with the following information: Name; School Attended; Year of Attendance; and Location

ICB Accreditation
The ABA National Trust School curriculum has been approved for continuing education credits. Click here for a breakdown of continuing education credits.

ICB CTFA Exam**
The ABA National Trust School can be a component of your preparation for the Institute of Certified Bankers (ICB) Certified Trust & Financial Advisor (CTFA) exam. The exam is offered onsite on the Saturday following the last day of the school. Please contact ICB for details or visit the ICB website.

**Please note, the ABA National Trust School and Graduate Trust Schools consistently graduate students with heightened levels of expertise who are recognized as professionals and leaders within the trust industry. This training covers many topics often tested on the CTFA exam. However, the sole purpose of the schools is not CTFA preparation and courses cover valuable content not directly tested on the CTFA exam. For more information about the certification process and how it fits in with your professional development goals, please contact ICB@aba.com or call 1-800-BANKERS.

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What our attendees are saying...
"The ABA National Trust School provided me with skills and tools that will allow me to more effectively manage my client relationships. The diversity of the instructors is a major benefit as each instructor has a unique way of dealing with particular client situations."

"The ABA National Trust School curriculum broadened my understanding of the trust business and ways to manage risk. I gained insights on issues that affect my business from the diverse group of instructors. I now have new ways to look at client interactions, as well as think about my employer's policies and procedures in a more global view."

"I was extremely impressed with the ABA National Trust School. The curriculum is well organized and the top-notch instructors address all aspects of Trust Administration. The comprehensive notebook is also an invaluable reference tool."
Questions? Please contact Lauren Dwyer for more information.