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A Guide to Ethics in Fiduciary and Trust Activities


Your client doesn't want to trust his house keys to someone he doesn't trust; he won't want to trust his trust assets, either. This Guide to Ethics presents scenarios identifying ethical breaches, and provides the trustee with tools should he discover a breach.

Updated: January 2018
Re-versioned: June 2016

What You'll Learn

After completing this course, students will be able to:
  • Describe the duties of the trustee to beneficiaries, including the duty of loyalty and the duty to enforce and defend claims
  • Explain trustee liability in the event of a breach of trust and remedy options
  • Describe tools provided under the Uniform Trust Code (UTC) that trustees can use to manage fiduciary risk
  • Explain the differences between an agency and a fiduciary relationship

​Audience

Trust officers and other trust department personnel.

Course Credits

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

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

 

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