Introduction to Trust Administration

Course Number: ABA

Course Code: ABA

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.

Updated: January 2018
Reviewed: April 2019 (no changes necessary)

What You’ll Learn
After completing this course, students will be able to:

-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.

Prerequisites: None

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Member Price: $335.00
Non-Member Price: $450.00
Textbook Charge: $0.00

Credits: 3.25 CTFA(FID), CCTS, CSOP

Length: 2 hours 5 minutes

ABA Training