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

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Member Price: $175.00
Non-Member Price: $225.00
Textbook Charge: $0.00

Credits: 1.0 CSOP, CTFA

Length:

ABA Training