Minimizing Fiduciary Risk and Litigation


Outlines risks associated with participation in the estate planning process, asset management, and fiduciary liability to third parties, and ways to mitigate risk in all situations. Describes ways to mitigate risks of self-dealing and prohibited transactions, and explores the risks associated with notice to beneficiaries and accounting and discretionary distributions.

Updated: Mar. 2017
Re-versioned: July 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Identify general types of trust litigation
  • Describe situations that may contribute to risk exposure and ways to mitigate the risk

​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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