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.

Objectives:

  • 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

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.
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Member $175
Non-Member $225


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