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Attendees | Trust School - Intermediate

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Key Objectives

  • Develop advanced proficiency in trust administration, fiduciary law, personal income tax planning, and tax and estate planning
  • Learn through challenging and lively classroom lectures, group discussions and interactive case studies
  • Fine-tune the skills you need to be a confident and successful trust officer.

Who Should Attend

  • Attorneys
  • Estate Advisors
  • Financial Planners
  • Investment Officers
  • Paralegals
  • Private Bankers
  • Trust Administrators
  • Trust Counsel
  • Trust Managers
  • Trust Officers
  • Trust Tax Specialists

Program Credits

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

Students who complete the Intermediate and Advanced Trust Schools, as well as the independent research program, earn the ABA Trust Schools diploma.

The Intermediate Trust School curriculum is reviewed annually and approved for CTFA continuing education credits.

In addition to earning credits, the School can be a component of your preparation for the Certified Trust & Financial Advisor (CTFA) exam.