Basic Characteristics of a Trust

$175.00

SKU: 10102 Category: Tag:

Description

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
  • 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.

    Credits

    1.0 CSOP, CTFA

    Member Price

    175.00

    Non-Member Price

    225.00

    Course Number

    ABA

    Location

    Online Self-Paced

    Vendor

    ABA

    Course Code

    ABA

    Prerequisites

    None

    Day

    Online

    1
      1
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