Basic Characteristics of a Trust


Trusts may come in all shapes and sizes and are created for a variety of reasons, but they have common features and benefits. This course will take you through the how and why of creating a trust - giving you the tools to match your client's goals to the best trust vehicle.

Updated: Jan. 2017
Re-versioned: June 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Explain the main features and benefits of trusts to clients
  • Describe the trust creation process
  • Describe the different types of trusts

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

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​Questions? Please contact training@aba.com for more information.
 

 Benefits of Self-Paced Training

 
  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available
 

 Registration & Pricing

 

Individual Purchase:
ABA Member • $175
Non-Member • $225

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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