This course introduces you to the basic principles of establishing trust accounts and managing receipts and payments for these trusts. It covers the procedures for accepting new accounts, as well as dealing with changes in accounts impacted by disclaimers, and explains the rules needed to apply the Uniform Principal and Income Act when allocating receipts and payments.

   Audience: This course is appropriate for trust officers who have already achieved a basic knowledge and expertise in the trust field.

    Learning Objectives

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

• Read and interpret documents before establishing new accounts or accepting successor trusteeships
• Identify issues that arise from disclaimers and the effects on trusts and beneficiaries
• Correctly apply the rules contained in the 1962 and 1997 Uniform Principal and Income Acts to protect the interests of present and future beneficiaries
• Understand the interaction between the Uniform Prudent Investors Ace and the Uniform Principal and Income Act

Enrollment Form

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

..\Enroll_form.pdf