Estate and Guardian Administration
ABA SELF-PACED ONLINE TRAINING
Generates an understanding of the estate administration process including deadlines, protecting assets, paying claims against the estate, asset management, income tax obligations, and distribution responsibilities. Explains the preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management and closing a guardianship/conservatorship.
- Define probate and the matters required prior to opening a probate estate
- Explain duties of a trust professional in estate administration
- Define guardianship and describe the responsibilities associated with guardianship administration
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.
1.0 CSOP, CTFA
Wealth Management and Trust Online Training
The New York Bankers Association is a Local ABA Training Provider.
NYBA Professional Development at (212) 297-1679