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ABA Trust School – Intermediate

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

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Curriculum

Schedule

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.

 

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

 

 Related Programs

 
 

 Online Option

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