Southeast Regional Center for
Financial Training, Inc.
AIB Introduction to Trust Administration
Introduction to Trust
Administration
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.
Delivery Options
Self-Paced Online
Audience
New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department.
Learning Objectives
At the conclusion of the program participants 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
Enrollment Form
Download and print an enrollment form from here, complete and fax to 904-354-1834