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Fiduciary Law
- ABA eLearning

Price: $160 members; $215 non-members   ENROLL NOW
Course Credits:  AIB: 0.25; ICB: 3.0 CTFA/FID; CFP: 3.0

Course Description:  Fiduciary Law presents key regulations and rules that govern trusts and estates, including federal laws and model acts being adopted by different states. It covers the duties and powers of a trustee, as well as investment standards and duties. The prudent man/person rule, prudent investor rule, and Uniform Principal and Income Act are also discussed.

Learning Objectives:  After completing this course, students will be able to:

  • Explain the sources of governance for institutional trustees.
  • Identify federal laws that affect trusts and explain their impact.
  • Describe key duties, powers, and liabilities of trustees.
  • Explain the prudent investor standard of conduct under the prudent man/person and prudent investor rules, and describe the general investment duties of fiduciaries.
  • Explain key provisions of the Principal and Income Act.

Audience:  Trust Officers who have completed Building Trust Expertise Level 1 and have at least two years experience in the trust field working with trust clients and their families and/or advisors.

For further information or team discount pricing, please call (212) 297-1679 or elegg@nyba.com.

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