Estate and Guardian Administration

Course Number: EGA1

Course Code: ABA 344

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.

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

-Define probate and the matters required prior to opening a probate estate

-Explain the 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

Prerequisites: n/a

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: ICB: 1.0 CSOP, CTFA (FID)

Length: 55 minutes

ABA Training