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Basic Characteristics of a Trust

Describes the steps that a client takes to create a trust and the value and protective nature of a trust. Explains the basic categories that trusts fall into, and details the different attributes​ that trusts have to answer client questions and match the needs of clients to a particular type of trust.

Updated: January 2018
Re-versioned: June 2016

What You'll Learn

After completing this course, students will be able to:

  • Explain the main features and benefits of trusts to clients
  • Describe the trust creation process
  • Describe the different types of trusts

​Audience​​​

Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

Course Credits

ABA Professional Certifications: 1.0 CSOP, CTFA​​​​

ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate​.

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​Questions? Please contact training@aba.com for more information.
 

 Purchase

 

Purchase for a Team
To license this course to your bank for multiple learners, please contact ABA Training.​

 

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