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Basic Characteristics of a Trust

Basic Characteristics of a Trust

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $175 members / $225 non-members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license. Call or email for details.
Created: July 2014
Basic Characteristics of a Trust defines what a trust is and explains the common features and benefits of a trust.  It describes the steps that a client takes to create a trust.   The course helps build an understanding of the value and protective nature of a trust.   Through example, it explains the basic categories that trusts fall into, and details the different attributes that trusts have. This course also helps to answer client questions and match the needs of clients to a particular type of trust. 
Objectives:
  • Explain the main features and benefits of trusts to clients
  • Describe the trust creation process
  • Describe the different types of trusts
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. 
 
The Nebraska Bankers Association is a Local ABA Training Provider.
For More Information Contact:

Joanne Smith
Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008