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Introduction to Trust Administration

Introduction to Trust Administration

SELF-PACED ONLINE COURSE: ABA ELEARNING

Price: $335 members; $450 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.
*Reviewed: Apr. 2015
(*Reviewed for updates, but no changes were made.)
Course Description:  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 trust; account acceptance and termination considerations, and factors to consider before making discretionary distributions.
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:  After completing this course, students will be able to:
  • Explain how property ownership impacts trusts.
  • Explain basic trust concepts and terminology.
  • Discuss personal trusts.
  • Describe account acceptance and termination procedures.
  • Explain the considerations for discretionary distributions.

    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