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ABA Trust School – Foundational

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

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Curriculum

The ABA Foundational Trust School offers a state-of-the-art, performance-based curriculum, designed and delivered by a prestigious group of trust professionals, including prominent bankers, attorneys, and industry experts. In addition, students have the opportunity to build a nationwide network of peers and industry leaders - a vital resource for years to come.

Over five days, students receive a solid foundation in the technical skills and knowledge required in the fiduciary and trust, investment, financial planning, tax, and ethics industries, including the latest strategies in:

  • Account Administration
  • Fiduciary Law
  • Tax & Estate Planning
  • Investment Management

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

Pre-Session Work

Prior to attending the Foundational Trust School, September 23 – 28, 2018, students must complete two self-paced online courses, “Introduction to Trust Administration” and “Introduction to Investment Management”. You will automatically be enrolled in these courses after you have registered for the school, as they are included in your registration fee.

Average completion time for the Trust Administration course is 2.5 hours, and for the Investment Management course is 4 hours (based on background and experience).

Both courses must be completed before arriving at Emory, and are required as part of the curriculum.

​​​Fall 2018 Schedule

Download PDF Schedule

Sunday, September 23
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 - 6:15 pm Federal Estate & Gift Tax I
6:30 pm - 7:30 pm Welcome Reception
Monday, September 24
7:00 am - 8:00 am Breakfast
8:00 am - 9:00 am Federal Estate & Gift Tax II
9:15 am - 12:15 pm Duties & Powers of The Trustee
Lunch
1:30 pm - 3:15 pm Discretionary Distributions
3:30 pm - 5:45 pm Fiduciary Income Tax
Tuesday, September 25
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Estate Planning
10:15 am - 12:00 pm Case Study Intro & Work
Lunch
1:00 pm - 3:00 pm Charitable Trust Administration
3:15 pm - 5:15 pm Probate Administration
7:00 pm - 9:00 pm CFTA Study
Wednesday, September 26
7:00 am - 8:00 am Breakfast
8:00 am - 10:00 am Acceptance & Termination Issues
10:15 am - 12:30 pm Fiduciary Administration I: Risk Management
Lunch
1:15 pm - 3:15 pm Generation Skipping Tax
3:30 pm - 5:45 pm Types of Investments
7:00 pm - 9:00 pm CTFA Study
Thursday, September 27
7:00 am - 8:00 am Breakfast
8:00 am - 8:45 am Case Study Review
9:00 am - 11:00 am General Investment Overview
Lunch
12:00 pm - 2:15 pm Introduction to Retirement Planning
2:30 pm - 5:00 pm Regulation & Compliance
6:00 pm - 9:00 pm Closing Celebration
Friday, September 28
8:00 am - 9:00 am Breakfast
9:00 am - 9:45 am The Age 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 ABA Foundational Trust certificate may also be earned online with a series of self-paced courses.