A Guide to Ethics in Fiduciary and Trust Activities


Your client doesn't want to trust his house keys to someone he doesn't trust; he won't want to trust his trust assets, either. This Guide to Ethics presents scenarios identifying ethical breaches, and provides the trustee with tools should he discover a breach.

Reviewed: Jan. 2017 (Reviewed for updates, but no changes were made.)
Re-versioned: June 2016

Learning Obj​​​​ectives​

After completing this course, students will be able to:
  • Describe the duties of the trustee to beneficiaries, including the duty of loyalty and the duty to enforce and defend claims
  • Explain trustee liability in the event of a breach of trust and remedy options
  • Describe tools provided under the Uniform Trust Code (UTC) that trustees can use to manage fiduciary risk
  • Explain the differences between an agency and a fiduciary relationship

​Audience

Trust officers and other trust department personnel.

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 • $95
Non-Member • $130

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

 

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