Basic Administrative Duties of a Trustee

Course Number: ABA

Course Code: ABA

Basic Administrative Duties of a Trustee is one of two courses devoted to the basic skills and knowledge for understanding subject matter important to a trust professional.

Learning Objectives

This course develops knowledge pertaining to:

• Wills and the probate process
• The groundwork of personal trusts
• The personal trust document
• Basic trust administration

Audience: Those employees who have recently joined the trust department in support positions, non-trust personnel within the bank who work with trust officers and trust clients, as well as employees of service providers to trust companies who want to develop a better understanding of their clients' business needs.

Prerequisites: Introduction to Trust Products and Services

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