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Curriculum | Trust School - Advanced

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The Advanced Trust School curriculum builds on the Foundational Trust School and Intermediate Trust School curricula. The program consists of a residential five-day session and an Independent Research Program consisting of four case studies. The program includes the latest advanced strategies in:

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

Students who complete this school earn the ABA Advanced Trust certificate.

View Course Catalog

Fall 2019 Schedule

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Sunday, September 22
10:30 am - 12:30 pmRegistration
12:30 pm - 1:00 pmOrientation
1:00 pm - 3:00 pmTrending Topics in Trust
3:15 pm - 6:00 pmAdvanced Topics in Discretionary Distributions
6:30 pm - 7:30 pmWelcome Reception
Monday, September 23
7:00 am - 8:00 amBreakfast
8:00 am - 10:00 amSpecial Needs Trusts
10:15 am - 11:30 amCase Study Intro & Work
Lunch
12:30 pm - 2:15 pmEthics of Trust Administration
2:30 pm - 4:30 pmTrust Risk & Compliance
Tuesday, September 24
7:00 am - 8:00 amBreakfast
8:00 am - 10:15 amAdvanced Generation Skipping Tax
10:30 am - 12:30 pmFunding the Marital & Credit Shelter Trust
Lunch
1:30 pm - 4:30 pmAdvanced Fiduciary Income Tax
7:00 pm - 9:00 pmCTFA Study Review
Wednesday, September 25
7:00 am - 8:00 amBreakfast
8:00 am - 8:45 amCase Study Review
9:00 am - 11:00 amAdvanced Estate Planning Techniques
Lunch
12:30 pm - 2:30 pmFederal Tax Elections
2:45 pm - 5:15 pmPractical Application of Investment Concepts
7:00 pm - 9:00 pmCTFA Study Review
Thursday, September 26
7:00 am - 8:00 amBreakfast
8:00 am - 10:00 amInsurance for Trust Professionals II: Property and Casualty
10:15 am - 11:45 amEstate Planning - Retirement Assets I
12:45 pm - 2:15 pmEstate Planning - Retirement Assets II
2:30 pm - 5:00 pmFiduciary Administration III: Making Complex Financial Decisions
6:00 pm - 9:00 pmClosing Celebration
Friday, September 27
7:00 am - 8:00 amBreakfast
8:00 am - 8:45 amRelationship Management
8:45 am - 9:30 amEthics: Challenges in Recognizing Elder Abuse
9:30 am - 10:00 amCertificate of Completion & School Adjourns

This program is subject to change. Please bookmark this page to check for continuing updates. Read ABA Conference and School Policies to help answer additional questions.