Basic Administrative Duties of a Trustee

Course Number: ABA

Course Code:

An interactive explanation of fiduciary duties, including administration of agency and estate accounts, guardianships and irrevocable trusts and what to do in the event of incapacity. Students will also get a foundation in estate administration.

Learning Objectives
– Define and explain a will, who can establish a will and testamentary capacity
– Define probate and the steps associated with administration and settlement of an estate
– Distinguish types of trusts, reasons for having a trust and characteristics of a good trustee
– Discuss a trustee’s standard of performance and the basic principles of trust administration

Audience: Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of their clients' business needs

Prerequisites: Introduction to Trust Products and Services

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Member Price: $300.00
Non-Member Price: $375.00
Textbook Charge: $0.00

Credits: 1

Length: 5 Weeks

ABA Training