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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.  
REVISED 2009    

 

 

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:

Enrollment Form

Download and print an enrollment form from here, complete and fax to 904-354-1834