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Reference Guides to Wealth Management and Trust

The 2019 Reference Guides to Wealth Management and Trust are comprehensive resources for today's trust advisor. Updated annually, these four guides detail the most relevant topics in Fiduciary and Trust Activities, Financial Planning, Investment Management, and Tax Law and Tax Planning, enabling you to talk to your clients about many aspects of their financial lives.

Each guide can be purchased individually for those concentrating on or needing a refresher on a specific area of the trust market. Purchase all 4 guides together for a discount. The guides are the reading materials for the CTFA Exam Online Prep facilitated online course.

  • Reference Guide to Wealth Management and Trust: Fiduciary and Trust Activities
    Covers the fiduciary relationship, including fiduciary and investment powers and duties; trust administration, receipts, payments and distributions; opening and closing an account, including alteration or termination of the trust; regulatory and compliance requirements; and, ethics.
  • Reference Guide to Wealth Management and Trust: Financial Planning
    Covers personal finance, including meeting long-term goals and objectives through effective accumulation and distribution of wealth; life, disability, liability and long-term care insurance; retirement and estate planning; and, ethics.
  • Reference Guide to Wealth Management and Trust: Investment Management
    Covers economics and markets; portfolio management, including the equity and debt markets; alternative investments; investment policy, client objectives and risk tolerance; performance management and evaluation, measuring return and risk, and establishing benchmarks; legal considerations; and, ethics.
  • Reference Guide to Wealth Management and Trust: Tax Law and Tax Planning
    Covers an overview of current tax laws; individual income tax, including exclusions, deductions, net investment income, AMT and the decedent's final 1040; fiduciary income tax, including trust and estates as taxable entities, basis, gain and loss, income in respect of a decedent, and the effects of a distribution; income taxation of charitable entities, private foundations and split-interest trusts; federal estate and gift taxation, valuations, the marital deduction and tax liability; generation-skipping transfer tax, including computation and liability; effective planning for marital trust, GST, retirement benefits and the closely-held business; and, ethics.

​For more information about this product, please contact ABA Member Services.




eBook Set*
$775 List Price
$575 ABA Members

Printed Guides
$775 List Price
$575 ABA Members

*For eBook option, you will receive an email (from within 24 hours with access instructions. Adobe Digital Editions is required software. Before purchasing the eBook, please be sure to verify that your company’s firewall will not prevent you from accessing the eBook. The eBook is not shareable. View supported eBook devices.​​​