A Guide to Ethics in Tax Law and Tax Planning


Addresses the duties of the fiduciary that is to hold the assets, administer them, and carry out the terms with a duty of loyalty, impartiality, and reasonable care.  It also explores the possible conflicts between investments and the prudent investor rule. This course focuses on the avoidance of the unauthorized practices of law by providing guidelines as to what activities are permitted.

​Updated: January 2017
Re-versioned: July 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Describe the duties of the fiduciary
  • Describe how the duties of loyalty and impartiality impact the client relationship
  • Explain possible conflicts between investments and the prudent investor rule
  • Identify activities that constitute the unauthorized practice of law

​Audience​​​

Trust officers and other trust department personnel.

Course Credits

​​​




​​
​​​​​​​​
​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.​

 

 Related Training