Basic Characteristics of a Trust

ABA SELF-PACED ONLINE TRAINING

Trusts may come in all shapes and sizes and are created for a variety of reasons, but they have common features and benefits. This course will take you through the how and why of creating a trust – giving you the tools to match your client’s goals to the best trust vehicle.

Objectives:

  • Explain the main features and benefits of trusts to clients
  • Describe the trust creation process
  • Describe the different types of trusts

Audience:  Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.

ABA Certifications: 1.0 CSOP, CTFA

Related Training: Wealth Management and Trust Online Training

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
Enroll Online
Member $175
Non-Member $225


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To license this course for multiple learners, contact NYBA Professional Development.