Essentials of Trust
Administration
May 20-23, 2012
• DoubleTree Hotel
•
Tarrytown, New York
Essentials
of Trust Administration provides an intensive focus on practical and technical aspects of trust
administration for the corporate fiduciary. The course combines
lecture with small group discussion sessions to reinforce concepts and
ensure active student participation in the learning process.
The course is designed
for new trust administrators, trust associates, business development officers, and those
individuals in investment management, custody, risk, private banking and other
related positions who would like further grounding in essential concepts
of trust administration.
Students will benefit in many ways:
Develop a
fuller understanding of fiduciary powers and laws governing trust administration. |
|
Learn to
recognize unique client situations. |
|
Gain increased
confidence in developing and maintaining strong client relationships. |
Curriculum:
|
Types of Trusts |
|
Duties of a Trustee |
|
Fiduciary Powers -
Principal and Income |
|
Discretionary Payments |
|
Fiduciary Liability |
|
Investments |
|
Ethical Issues in Trust Administration |
|
Fiduciary Income Taxes |
|
Transfer Taxes - Estate, Gift, GST |
|
Administering Unique Assets |
|
Terminations/Accountings |
|
Compliance & Account Acceptance |
|
Trust Document Analysis |
|
Administrative Duties of a Trustee |
|
Relationship Management |
Online
Course: All registrants will be enrolled in the ABA eLearning
course, Introduction to Trust Administration, which is designed to provide
a foundation in trust terminology and basic concepts. The cost of
this course is included in the registration fee.
"This program has
helped me better understand the world in which trust administrators
operate. I feel like I've gained a lot from these classes."
For more information, please contact:
