Minimizing Fiduciary Risk and Litigation

Course Number: MFRL1

Course Code: ABA 350

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.

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

Prerequisites: n/a

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

Credits: ICB: 1.0 CISP, CRSP, CSOP, CTFA (FID)

Length: 55 minutes

ABA Training