Managing Fiduciary Risk and Litigation

$135.00

  • Total

SKU: 10251 Category: Tag:

Description

Note: This course was previously titled Minimizing Fiduciary Risk and Litigation.

Explores common types of trust litigation. Explains risks associated with participation in the estate planning process, asset management, and fiduciary liability to third parties, and ways to mitigate risk in all situations. Describes ways to mitigate risks of self-dealing and prohibited transactions, and explores the risks associated with notice to beneficiaries, accounting, and discretionary distributions.

What You’ll Learn

After completing this course, students will be able to:

  • Identify general types of trust litigation
  • Describe situations that may contribute to risk exposure and ways to mitigate the risk

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.

Length

Approximately 30 minutes

Credits

0.75 CISP, CRSP, CSOP, CTFA

Member Price

135.00

Non-Member Price

185.00

Course Number

ABA

Location

Online Self-Paced

Vendor

ABA

Course Code

ABA

Prerequisites

n/a

Day

Online

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