eLearning Course Catalog     Log Into ABA eLearning     AIB Overview     Trust Curriculum Managing Trust Accounts - ABA eLearning Price: $160 members; $215 non-members   ENROLL NOW Course Credits:  AIB: 0.25; ICB: 2.5 CTFA/FID; CFP: 1.0 Course Description:  Managing Trust Accounts introduces students to the basic principles of establishing trust accounts and managing receipts and payments for these trusts. It covers the procedures for accepting new accounts, as well as dealing with changes in accounts impacted by disclaimers, and explains the rules needed to apply the Uniform Principal and Income Act when allocating receipts and payments. Learning Objectives:  After completing this course, students will be able to: ·         Read and interpret documents before establishing new accounts or accepting successor trusteeships ·         Identify issues that arise from disclaimers and the effects on trusts and beneficiaries ·         Correctly apply the rules contained in the 1962 and 1997 Uniform Principal and Income Acts to protect the interests of present and future beneficiaries ·         Understand the interaction between the Uniform Prudent Investor Act and the Uniform 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. The New York Bankers Association is a Local ABA Training Provider.