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Curriculum | Wealth and Trust School - Intermediate

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The ABA Intermediate Wealth and Trust School curriculum builds on the ABA Foundational Wealth 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. 

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: 

  • Personal Income Tax
  • Insurance for Trust Professionals I: Life Insurance
  • Administering Unique Assets
  • Eldercare: Myths, Pitfalls and Planning Opportunities
  • Ethics: Challenges in Recognizing Elder Abuse

All times are EST.

  • Monday, October 26

  • Wednesday, October 28

  • Friday, October 30

  • Monday, November 2

  • Wednesday, November 4

  • Friday, November 6

Monday, October 26

1:00 PM - 2:00 PM

Estate Planning/Settlement

2:15 PM - 3:15 PM

Estate Planning for the Marital Deduction

3:30 PM - 4:30 PM

Estate Planning for the Marital Deduction Continued

Wednesday, October 28

1:00 PM - 2:00 PM

Estate Planning for Medium Sized Estates I

2:15 PM - 3:15 PM

Estate Planning for Medium Sized Estates II

3:30 PM - 4:30 PM

Estate Planning: Business Owners

Friday, October 30

10:30 AM - 12:00 PM

Economics of Charitable Giving

12:00 PM - 12:45 PM

Lunch

12:45 PM - 2:30 PM

Planning for Retirement Plan Distributions

Monday, November 2

1:00 PM - 12:15 PM

Problems and Pitfalls of the 706

2:30 PM - 3:30 PM

Case Study Intro Work & Review

3:45 PM - 4:30 PM

Case Study Intro Work & Review Continued

Wednesday, November 4

1:00 PM - 2:00 PM

Fiduciary Administration II: State Law and Practice

2:15 PM - 3:15 PM

Fiduciary Administration II: State Law and Practice Continued

3:30 PM - 4:30 PM

Fiduciary Administration II: State Law and Practice Continued

Friday, November 6

11:00 AM - 11:45 AM

Relationship Management

11:45 AM - 12:30 PM

Lunch

12:30 PM - 1:30 PM

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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.