AIB Overview     AIB Online     AIB Online Schedule     ABA eLearning     AIB Diplomas INTRODUCTION TO TRUST PRODUCTS AND SERVICES Course Description:  This course is a foundational, skill building course for trust professionals.  It will help new trust professionals understand the fundamentals of the business, how a trust works, the types of assets commonly held in a trust and the basics of estate planning.  The course describes the personal trust document and the process by which trust officers establish a trust for their clients Delivery Method:  Instructor-led online course - AIB Online Overview   Course Start Dates     Enroll Online       Print Registration Form Price $225 NYBA or ABA Members/$300 Non-Members  Length 5 Weeks Course Credits AIB: 1.0; ICB: 20 CTFA (FID) Prerequisites None Required Software Adobe Acrobat Reader; Microsoft Internet Explorer Browser 7.0 or Mozilla Firefox 2.0 or higher Audience:  This course is designed for employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of the clients' business needs. Learning Objectives:  After successfully completing this program, participants will be able to: Determine what an estate is Understand the estate planning process Explain federal estate taxation Distinguish between personal and real property Compare forms of property ownership List the methods of property transfer Contrast the forms of business ownership Distinguish types of trusts Compare testamentary and living trusts Describe the characteristics of a good trustee Describe the reasons for creating an irrevocable trust Explain the structure of an A/B trust plan Recognize the mechanics of an irrevocable life insurance trust Contrast the various types of charitable trust Describe the dispositive provisions of a trust before and after the grantor's demise Analyze trustee vacancy and co-trustee considerations Understand the execution of a trust and proof of a trust's existence Define and use the terms that appear in bold in the text Further Your Knowledge:   Trust & Wealth Management eLearning Curricula NYBA Essentials of Trust Administration For further information, call NYBA Professional Development at (212) 297-1679 or email elegg@nyba.com. The New York Bankers Association is a Local ABA Training Provider.