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ABA Trust School – Intermediate

Sept. 22-27, 2019 • Emory Conference Center Hotel, Atlanta, GA

School banner

Curriculum

The ABA Intermediate Trust School curriculum builds on the ABA Foundational Trust School curriculum. It consists of a residential five-day sessions and includes the latest advanced strategies in:

  • Account Administration
  • Fiduciary law
  • Personal Income Tax Planning
  • Investment Management
  • Tax & Estate Planning

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

​​​Fall 2019 Schedule

Download 2019 PDF Schedule

Sunday, September 22
10:30 am - 12:30 pm Registration
12:30 pm - 1:00 pm Orientation
1:00 pm - 3:00 pm Trending Topics in Trust
3:15 pm - 4:45 pm Economics of Charitable Giving
5:00 pm - 6:00 pm Estate Planning/Settlement
6:30 pm - 7:30 pm Welcome Reception
Monday, September 23
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Case Study Intro Work & Review
10:15 am - 11:45 am Estate Planning for Medium Sized Estates I
Lunch
12:45 pm - 3:15 pm Estate Planning for Medium Sized Estates II
3:30 pm - 5:15 pm Estate Planning for the Marital Deduction
Tuesday, September 24
7:00 am - 8:00 am Breakfast
8:00 am - 9:45 am Administering Unique Assets
10:00 am - 12:30 pm Problems and Pitfalls of the 706
Lunch
1:30 pm - 3:30 pm Financial Planning
3:45 pm - 4:45 pm IRP Overview & Case Study Review
7:00 pm - 9:00 pm CTFA Study Review
Wednesday, September 25
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Personal Income Tax
10:15 am - 12:15 pm Basic Introduction to Portfolio Management
Lunch
1:15 pm - 3:15 pm Planning for Retirement Plan Distributions
3:30 pm - 5:30 pm Estate Planning - Business Owners
6:00 pm - 9:00 pm CTFA Study Review
Thursday, September 26
7:00 am - 8:00 am Breakfast
8:00 am - 12:00 pm Fiduciary Administration II: State Law and Practice
Lunch
1:00 pm - 3:15 pm Insurance for Trust Professionals I: Life Insurance
3:30 pm - 5:45 pm Portfolio Management: Theory & Concepts
6:00 pm - 9:00 pm Closing Celebration
Friday, September 27
7:00 am - 8:00 am Breakfast
8:00 am - 8:45 am Relationship Management
8:45 am - 9:30 am Ethics: Compromising Principles for Principals
9:30 am - 10:00 am Certificate of Completion & School Adjourns

Schedule and course offerings subject to change.

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​Questions? Please contact Jennifer Dugas for more information.

 

 Related Programs

 
 

 Online Option

 
The Intermediate Trust certificate may also be earned online with a series of self-paced courses.