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Guide to Ethics in Fiduciary and Trust Activities

A Guide to Ethics in Fiduciary and Trust Activities

SELF-PACED ONLINE COURSE: ABA ELEARNING

$130 Nonmembers / $95 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: Aug. 2013
A Guide to Ethics in Fiduciary and Trust Activities provides ways to apply the duties of the trustee to client scenarios concerning ethical behavior and unauthorized and permitted transactions. It outlines the reasonable steps for the trustee to enforce and defend any claim as a duty to the beneficiary. In addition, this course provides guidelines should a breach of trust occur and offers solutions. It also lists several tools under the Uniform Trust Code (UTC) that can be used to manage fiduciary risk. This course examines the distinctions between an agency and a fiduciary relationship.
AUDIENCE
Trust officers and other trust department personnel.
LEARNING OBJECTIVES
After completing this course, students will be able to:
  • Describe the duties of the trustee to beneficiaries, including the duty of loyalty and the duty to enforce and defend claims
  • Explain trustee liability in the event of a breach of trust and remedy options
  • Describe tools provided under the Uniform Trust Code (UTC) that trustees can use to manage fiduciary risk
  • Explain the differences between an agency and a fiduciary relationship

    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