Introduction to Trust Administration


Provides an overview of trust administration for personal trusts and is designed to help new trust professionals identify key issues and use common trust terminology appropriately. It covers trust basics, including requirements to create a trust and common types of personal trusts; account acceptance and termination considerations; and factors to consider before making discretionary distributions.


  • Explain how property ownership impacts trusts.
  • Explain basic trust concepts and terminology.
  • Discuss personal trusts.
  • Describe account acceptance and termination procedures.
  • Explain the considerations for discretionary distributions.

Audience:  Trust department and other bank staff who are new to the trust business and want to develop a basic working knowledge of trust administration. No prior knowledge of the subject is required.

ABA Certifications: 3.25 CCTS, CSOP, CTFA

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

NYBA Professional Development at (212) 297-1679 or
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Member $335
Non-Member $450

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