A Guide to Ethics in Fiduciary & Trust Activities

Course Number: GEFTA1

Course Code: ABA 336

Your client doesn’t want to trust his house keys to someone he doesn’t trust; he won’t want to trust his trust assets, either. This Guide to Ethics presents scenarios identifying ethical breaches, and provides the trustee with tools should he discover a breach.

Learning Obj​​​​ectives​:
After completing this course, students will be able to:

-Describe the duties of the trustee to beneficiaries, including the duty of loyalty and the duty to enforce and defend claims

-Explain trustee liability in the event of a breach of trust and remedy options

-Describe tools provided under the Uniform Trust Code (UTC) that trustees can use to manage fiduciary risk

-Explain the differences between an agency and a fiduciary relationship

Audience: Trust officers and other trust department personnel.

Prerequisites: n/a

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: ICB: 0.75 CTFA (ETH)

Length: 35 minutes

ABA Training