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Duties and Powers of the Trustee

Duties and Powers of the Trustee

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
Duties and Powers of the Trustee explains the scope of a trustee’s authority. This course describes the duty of loyalty, the duty to preserve trust property, and the duty to keep accounts. It covers how a prudent trustee would delegate authority as a co-trustee. This course illustrates   the relationship between the terms of the trust and the trust’s administration. This course explains trust administration during the settlor’s lifetime and following the settlor’s death, and defines discretionary powers. This course also teaches how to identify issues related to trustee vacancies and successor trustees.
Objectives:
  • Describe a prudent trustee’s duties and behaviors
  • Describe a trustee’s administrative duties
  • Explain the powers of the trustee during the settlor’s lifetime
    and after the settlor’s death
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