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Curriculum | Trust School - Foundational

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The ABA Foundational Trust School offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys, and industry experts. In addition, students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Over five days, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax & Estate Planning
  • Investment Management

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

View Course Catalog

Pre-Session Work

Prior to attending the Foundational Trust School, September 22 – 27, 2019, students must complete two self-paced online courses, “Introduction to Trust Administration” and “Introduction to Investment Management”. You will automatically be enrolled in these courses after you have registered for the school, as they are included in your registration fee.

Average completion time for the Trust Administration course is 2.5 hours, and for the Investment Management course is 4 hours (based on background and experience).

Both courses must be completed before arriving at Emory, and are required as part of the curriculum.

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 - 6:15 pmFederal Estate & Gift Tax I
6:30 pm - 7:30 pmWelcome Reception
Monday, September 23
7:00 am - 8:00 amBreakfast
8:00 am - 9:00 amFederal Estate & Gift Tax II
9:15 am - 12:15 pmDuties & Powers of The Trustee
Lunch
1:30 pm - 3:15 pmDiscretionary Distributions
3:30 pm - 5:45 pmFiduciary Income Tax
Tuesday, September 24
7:00 am - 8:00 amBreakfast
8:00 am - 10:00 amEstate Planning
10:15 am - 12:15 pmTypes of Investments
Lunch
1:15 pm - 3:15 pmAcceptance & Termination Issues
3:30 pm - 5:30 pmFiduciary Administration I: Risk Management
7:00 pm - 9:00 pmCFTA Study
Wednesday, September 25
7:00 am - 8:00 amBreakfast
8:00 am - 10:00 amAcceptance & Termination Issues
10:15 am - 12:15 pmFiduciary Administration I: Risk Management
Lunch
1:15 pm - 3:15 pmGeneration Skipping Tax
3:30 pm - 5:45 pmTypes of Investments
7:00 pm - 9:00 pmCTFA Study
Thursday, September 26
7:00 am - 8:00 amBreakfast
8:00 am - 9:45 amCase Intro and Work
10:00 am - 12:00 amGeneral Investment Overview
Lunch
1:30 pm - 2:15 pmCase Study Review
2:30 pm - 5:00 pmRegulation & Compliance
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.