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.

 
Re-versioned: July 2016
Reviewed: Feb 2017 (no changes)

Learning Obj​​​​ectives

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

​Audience​​​

Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.

 

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 • $335
Non-Member • $450

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

 

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