ABA Trust School – Intermediate

Sept. 23-28, 2018 • Emory Conference Center Hotel, Atlanta, GA​School banner 

Attendees

Testimonials  |  Justification Kit

  • Develop advanced proficiency in trust administration, fiduciary law, personal income tax planning, and tax and estate planning
  • Learn through challenging and lively classroom lectures, group discussions and interactive case studies
  • Fine-tune the skills you need to be a confident and successful trust officer.

Who Should Attend

  • Attorneys
  • Estate Advisors
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Officers
  • Trust Tax Specialists

Students who complete this school earn the ABA Intermediate Trust Certificate.

Students who complete the Intermediate and Advanced Trust Schools, as well as the independent research program, earn the ABA Trust Schools diploma.

Continuing Education Credits

The ABA Intermediate Trust School curriculum has been approved for continuing education credits.

In addition to earning credits, the School can be a component of your preparation for the Certified Trust & Financial Advisor (CTFA) exam. The exam is offered onsite on Saturday, September 29 from 9:00 am - 1:00 pm. Please contact us for details.

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​Questions? Please contact Sheryl Brannon​ for more information.
 

 Related Programs

 
 

 School Transcripts

 
Transcripts and Verification of Attendance to the ABA Trust Schools are available from 1990 to present.

To request either document, please e-mail Daisy Johnson with your name (maiden last name), school attended, year of attendance and location.