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Curriculum | Trust School - Intermediate

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The ABA Intermediate Trust School curriculum builds on the ABA Foundational Trust School curriculum. It consists of a residential five-day sessions and includes the latest advanced strategies in:

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

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

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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 - 4:45 pmEconomics of Charitable Giving
5:00 pm - 6:00 pmEstate Planning/Settlement
6:30 pm - 7:30 pmWelcome Reception
Monday, September 23
7:00 am - 8:00 amBreakfast
8:00 am - 10:00 amCase Study Intro Work & Review
10:15 am - 11:45 amEstate Planning for Medium Sized Estates I
Lunch
12:45 pm - 3:15 pmEstate Planning for Medium Sized Estates II
3:30 pm - 5:15 pmEstate Planning for the Marital Deduction
Tuesday, September 24
8:00 am - 9:45 amAdministering Unique Assets
10:00 am - 12:30 pmProblems and Pitfalls of the 706
Lunch
1:30 pm - 3:30 pmFinancial Planning
3:45 pm - 4:45 pmEldercare: Myths, Pitfalls and Long-Term Planning
7:00 pm - 9:00 pmCTFA Study Review
Wednesday, September 25
7:00 am - 8:00 amBreakfast
8:00 am - 10:00 amPersonal Income Tax
10:15 am - 12:15 pmBasic Introduction to Portfolio Management
Lunch
1:15 pm - 3:15 pmPlanning for Retirement Plan Distributions
3:30 pm - 5:30 pmEstate Planning - Business Owners
6:00 pm - 9:00 pmCTFA Study Review
Thursday, September 26
7:00 am - 8:00 amBreakfast
8:00 am - 12:00 pmFiduciary Administration II: State Law and Practice
Lunch
1:00 pm - 3:15 pmInsurance for Trust Professionals I: Life Insurance
3:30 pm - 5:45 pmPortfolio Management: Theory & Concepts
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: Compromising Principles for Principals
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.