Minimizing Fiduciary Risk and Litigation

ABA SELF-PACED ONLINE TRAINING

Outlines risks associated with participation in the estate planning process, asset management, and fiduciary liability to third parties, and ways to mitigate risk in all situations. Describes ways to mitigate risks of self-dealing and prohibited transactions, and explores the risks associated with notice to beneficiaries and accounting and discretionary distributions.

Objectives:

  • Identify general types of trust litigation
  • Describe situations that may contribute to risk exposure and ways to mitigate the risk

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 CISP, CRSP, CSOP, CTFA

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


Full Course List

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