This course presents key regulations and rules that govern trusts and estates, including federal laws and model acts being adopted by different states. It covers the duties and powers of a trustee, as well as investment standards and duties. The prudent man/person rule, prudent investor rule, and Uniform Principal and Income Act are also discussed.

   Audience: Trust Officers who have already achieved a basic level of knowledge and expertise in the trust field.

    Learning Objectives

   At the conclusion of the program participants will be able to:

• Explain the sources of governance for institutional trustees
• Identify federal laws that affect trusts and explain their impact
• Describe key duties, powers, and liabilities of trustees
• Explain the prudent investor standard of conduct under the prudent man/person and prudent investor rules and describe the general investment duties of fiduciaries
• Explain key provisions of the Principal and Income Act

Enrollment Form

(Download and print from SER-CFT website, complete and fax to 904-354-1834)

..\Enroll_form.pdf