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INTRODUCTION TO TRUST ADMINISTRATION
ABA eLearning
self-paced online course (length: 2 hours)
Price: $335 members; $450 non-members ENROLL NOW
Course Description: Introduction
to Trust Administration
provides an overview of trust administration for personal trusts and is
designed to help new trust professionals identify key issues and use common
trust terminology appropriately. It covers trust basics, including
requirements to create a trust and common types of personal trust; account
acceptance and termination considerations, and factors to consider before
making discretionary distributions.
Audience: New trust administrators, trust associates,
private bankers, trust tax professionals, trust compliance officers,
business development officers and trust operations officers who work in the
trust department.
Learning Objectives:
After completing this course,
students will be able to:
·
Explain how
property ownership impacts trusts.
·
Explain
basic trust concepts and terminology.
·
Discuss
personal trusts.
·
Describe
account acceptance and termination procedures.
·
Explain the
considerations for discretionary distributions.
Course Credits: AIB: 0.25: ICB: 2.5 CTFA
Questions? Call (212) 297-1679 for package pricing for
multiple enrollments or email elegg@nyba.com.
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