Basic Characteristics of a Trust

Course Number: ABA

Course Code: ABA

Describes the steps that a client takes to create a trust and the value and protective nature of a trust. Explains the basic categories that trusts fall into, and details the different attributes that trusts have to answer client questions and match the needs of clients to a particular type of trust.

What You’ll Learn

After completing this course, students will be able to:

Explain the main features and benefits of trusts to clients
Describe the trust creation process
Describe the different types of trusts

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.

Prerequisites: None