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Minimizing Fiduciary Risk and Litigation

Minimizing Fiduciary Risk and Litigation

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
Minimizing Fiduciary Risk and Litigation describes examples of the different types of trust litigation. This course outlines the risks associated with participation in the estate planning process, asset management, and fiduciary liability to third parties, and ways to mitigate risk in all situations. It explains ways to mitigate the risk of self-dealing and prohibited transactions. This course explores the risks associated with notice to beneficiaries and accounting and discretionary distributions.
Objectives: 
  • Identify general types of trust litigation
  • Describe situations that may contribute to risk exposure and ways to mitigate the risk
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