Introduction to Trust Administration
Course Catalog | Registration
Introduction to Trust Administration provides an overview of trust administration for personal trusts and is designed to help new trust professionals identify key issues and use common trust terminology appropriately. It covers trust basics, including requirements to create a trust and common types of personal trusts; account acceptance and termination considerations; and factors to consider before making discretionary distributions.
| Price |
$450 Nonmembers / $335 Members |
| Course Credits |
AIB: 0.50 ; ICB: 7 CTFA/FID; CFP: 1.0 |
| Prerequisites |
None |
| Required Software |
None |
| Optional Software |
Adobe Acrobat Reader and RealPlayer |
Audience
New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
Learning Objectives
After completing this course, students will be able to:
- Explain how property ownership impacts trusts
- Explain basic trust concepts and terminology
- Discuss personal trusts
- Describe account acceptance and termination procedures
- Explain the considerations for discretionary distributions
Questions? Please contact training@aba.com for more information.
| 
