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Click on the underlined links for detailed program and registration information.  Registration forms are in Adobe Acrobat’s PDF format. Click here to download the Adobe Acrobat Reader.  If a link is not available, please check back.


Essentials of Trust Administration
June 6-9, 2010
DoubleTree Hotel
Tarrytown, New York

Information / Registration - PDF
Online Registration

Essentials of Trust Administration provides an intensive focus on practical and technical aspects of trust administration for the corporate fiduciary.  The course combines lecture with small group discussion sessions to reinforce concepts and ensure active student participation in the learning process. 

The course is designed for new trust administrators, trust associates, business development officers, and those individuals in investment management, custody, risk, private banking and other related positions who would like further grounding in essential concepts of trust administration.  Students will benefit in many ways:

  • Develop a fuller understanding of fiduciary powers and laws governing trust  administration.

  • Learn to recognize unique client situations.

  • Gain increased confidence in developing and maintaining strong client relationships.

Online Course:  All registrants will be enrolled in the ABA eLearning course, Introduction to Trust Administration, which is designed to provide a foundation in trust terminology and basic concepts. 

For more information, please contact:

  Elisa R. Legg
  Senior Vice President, Professional Development
  (212) 297-1679

  elegg@nyba.com

 

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