Introduction to Trust Administration

$135.00

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  • $135.00
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  • Total $135.00

SKU: 10233 Category: Tag:

Description

Explains the four key elements of trust administration. Explains the bank policy areas that guide trust administration: pre-acceptance, account acceptance, administration, and account termination. Explains trustee responsibilities in fulfilling the trust purpose in alignment with the trust document. Reviews fiduciary asset management responsibilities. Describes fiduciary requirements for the three primary regulatory account reviews.

What You’ll Learn

After completing this course, students will be able to:

  • Describe bank policy areas that guide trust administration
  • Explain trustee responsibilities in fulfilling the trust purpose in alignment with the trust document
  • Describe fiduciary asset management responsibilities
  • Describe fiduciary requirements for regulatory account reviews
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