ABA Certificate in Trust Administration

$895.00

SKU: 11179-1 Category: Tag:

Description

Explore the requirements to create a trust, common types of personal trusts, account acceptance and termination considerations, and factors to consider in making discretionary distributions. Learn about the scope of a trustees duty of authority, typical trust guidance and common discretionary standards to make sound discretionary decisions. Discover preliminary matters relating to guardian administration, including responsibilities in estate asset inventory and asset management, closing a guardianship/conservatorship and how a special needs trust can protect current or anticipated family funds without jeopardizing government benefits.

Required Courses

You must complete the following courses:;

The estimated time to complete these 8 courses is approximately 3 hours and 30 minutes.

Additional information

Length

Approximately 3 hours and 30 minutes

Credits

ABA Professional Certifications: 7.00 CTFA, 2.75 CSOP, 1.50 CCTS, 0.75 CRSP

Member Price

895.00

Non-Member Price

1195.00

Course Number

ABA

Location

Virtual

Vendor

ABA

Course Code

ABA

Prerequisites

None

Day

Online

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