Managing Fiduciary Risk and Litigation

$135.00

SKU: 10251 Category: Tag:

Description

Explores common types of trust litigation. Explains 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. Describes ways to mitigate risks of self-dealing and prohibited transactions, and explores the risks associated with notice to beneficiaries, accounting, and discretionary distributions.

What You’ll Learn

After completing this course, students will be able to:

  • Identify general types of trust litigation
  • Describe situations that may contribute to risk exposure and ways to mitigate the risk
  • Additional information

    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.

    Length

    Approximately 30 minutes

    Credits

    0.75 CISP, CRSP, CSOP, CTFA

    Member Price

    135.00

    Non-Member Price

    185.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    n/a

    Day

    Online

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