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Curriculum | Wealth and Trust School - Advanced

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The Advanced Wealth and Trust School curriculum builds on the Foundational Wealth and Trust School and Intermediate Wealth and Trust School curricula. The program consists of a residential five-day session and 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.

Schedule

In addition to the daily schedule, students will be expected to complete on-demand courses. These may be completed at any point during the school. The courses are:

  • Funding the Martial & Credit Shelter Trust
  • Advanced Fiduciary Income Tax
  • Practical Application of Investment Concepts
  • Insurance for Trust Professionals II: Property and Casualty
  • Special Needs Trust
  • Ethics: Challenges in Recognizing Elder Abuse

All times are EST.

  • Monday, November 30

  • Wednesday, December 2

  • Friday, December 4

  • Monday, December 7

  • Wednesday, December 9

  • Friday, December 11

Monday, November 30

1:00 PM - 2:00 PM

Advanced Estate Planning Techniques

2:15 PM - 3:15 PM

Estate Planning – Retirement Assets I

3:30 PM - 4:30 PM

Estate Planning – Retirement Assets II

Wednesday, December 2

1:00 PM - 2:00 PM

Advanced Generation Skipping Tax

2:15 PM - 2:45 PM

Advanced Generation Skipping Tax Continued

3:00 PM - 3:30 PM

Federal Tax Elections

Friday, December 4

11:00 AM - 12:00 PM

Fiduciary Administration III: Making Complex Fiduciary Decisions

12:00 PM - 12:45 PM

Lunch

12:45 PM - 1:45 PM

Fiduciary Administration III: Making Complex Fiduciary Decisions Continued

Monday, December 7

1:00 PM - 1:45 PM

Relationship Management

2:00 PM - 3:15 PM

Advanced Topics in Discretionary Distributions

3:30 PM - 4:30 PM

Advanced Topics in Discretionary Distributions Continued

Wednesday, December 9

1:00 PM - 2:00 PM

Ethics of Trust Administration

2:15 PM - 3:15 PM

Ethics of Trust Administration Continued

3:30 PM - 4:30 PM

Case Study Intro & Work

Friday, December 11

10:00 AM - 10:45 AM

Case Study Review

11:00 AM - 12:30 PM

Trust Risk & Compliance

12:30 PM - 1:15 PM

Lunch

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.

Keep Me Informed

Get updates on the next session of the Wealth and Trust Schools. Contact Kim Chancy if you have any questions.