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BUILDING TRUST EXPERTISE -
TRUST ADMINISTRATION
Course Description: This course provides an overview of trust administration for personal
trusts, and teaches students to use common trust terminology
appropriately. Students will learn trust basics, including terminology
and concepts and gain an understanding of why clients benefit from
trusts, as well as common types of personal trusts. The course also
covers account acceptance and termination, and discretionary
distributions.
Audience:
New Trust Administrators and Trust Associates
Learning Objectives:
After completing this course, students will be able to:
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Explain how property ownership impacts trusts.
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Explain basic trust concepts and terminology.
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Discuss personal trusts.
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Describe account acceptance and termination
procedures.
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Explain the considerations for discretionary
distributions.
Course Credits:
CEU credits - 0.5; ICB credits
- 7.0 CTFA (FID)
Delivery Method:
This course is available in the
following format:
Call (212) 297-1679 for package
pricing for multiple enrollments. |
