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ABA Trust School – Advanced

Sept. 22-27, 2019 • Emory Conference Center Hotel, Atlanta, GA

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Curriculum

Course Descriptions  |  Independent Research Program

The ABA Advanced Trust School curriculum builds on the ABA Foundational Trust School and the ABA Intermediate Trust School curricula. The program consists of a residential five-day session and an Independent Research Program consisting of four case studies. The program includes the latest advanced strategies in:

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

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

​​​Fall 2019 Schedule

Download 2018 PDF Schedule

Sunday, September 22
10:30 am - 12:30 pm Registration
12:30 pm - 1:00 pm Orientation
1:00 pm - 3:00 pm Industry Trends
3:15 pm - 6:00 pm Advanced Topics in Discretionary Distributions
6:30 pm - 7:30 pm Welcome Reception
Monday, September 23
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Special Needs Trusts
10:15 am - 11:30 am Case Study Intro & Work
Lunch
12:30 pm - 2:15 pm Ethics of Trust Administration
2:30 pm - 4:30 pm Trust Risk & Compliance
Tuesday, September 24
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Advanced Estate Planning Techniques
10:15 am - 12:15 pm Funding the Marital & Credit Shelter Trust I
Lunch
1:15 pm - 2:15 pm Funding the Marital & Credit Shelter Trust II
2:30 pm - 5:30 pm Advanced Fiduciary Income Tax
7:00 pm - 9:00 pm CTFA Study Review
Wednesday, September 25
7:00 am - 8:00 am Breakfast
8:00 am - 8:45 am Case Study Review
9:00 am - 12:00 pm Advanced Generation Skipping Tax
Lunch
1:00 pm - 3:00 pm Federal Tax Elections
3:15 pm - 5:45 pm Practical Application of Investment Concepts
7:00 pm - 9:00 pm CTFA Study Review
Thursday, September 26
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Insurance for Trust Professionals II: Property and Casualty
10:15 am - 11:45 am Estate Planning - Retirement Assets I
12:45 pm - 2:15 pm Estate Planning - Retirement Assets II
2:30 pm - 5:00 pm Fiduciary Administration III: Making Complex Financial Decisions
6:00 pm - 9:00 pm Closing Celebration
Friday, September 27
7:00 am - 8:00 am Breakfast
9:00 am - 9:45 am New World of Digital Transformation
9:45 am - 10:30 am Ethics: Compromising Principles for Principals
10:30 am - 11:00 am Certificate of Completion & School Adjourns

Schedule and course offerings subject to change.

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​Questions? Please contact Jennifer Dugas for more information.

 

 Related Programs

 
 

 Online Option

 
The Advanced Trust certificate may also be earned online with a series of self-paced courses.