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INTRODUCTION TO TRUST ADMINISTRATION - ABA eLearning

Price: $335 members; $450 non-members    ENROLL NOW
Course Credits:  AIB: 0.25: ICB: 3.25 CTFA (FID); CFP: 1.0

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.  REVISED 2010

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.

Questions? Call (212) 297-1679 for package pricing for multiple enrollments or email elegg@nyba.com.