Basic Administrative Duties of a Trustee
5-WEEK INSTRUCTOR-FACILITATED ONLINE COURSE
Basic Administrative Duties of a Trustee is one of two courses devoted to the basic skills and knowledge for understanding subject matter important to a trust professional.
Recommended Prerequisite: Introduction to Trust Products and Services
Learning Objectives:
- Wills and the probate process
- The groundwork of personal trusts
- The personal trust document
- Basic trust administration
Easy Registration: Call
212-297-1679 or
212-297-1666 to enroll by phone.
Audience: This course is designed for employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of the clients’ business needs.
ABA Certifications: 12 CTFA
The New York Bankers Association is a Local ABA Training Provider.
Questions: NYBA Professional Development at
(212) 297-1679 or
[email protected].