Description

Learn basic trust concepts, such as trust requirements, roles and responsibilities of the trust parties, common components of trust agreements, types of trust assets, how titling of assets affects ownership, and the duties and powers of the trustee.
What You’ll Learn
After completing this course, students will be able to:

Describe the requirements for a trust and the roles and responsibilities of trust parties

Identify common components for trust agreements

Describe common types of trusts and the advantages of trusts

Identify the types of trust assets and how titling of assets affects ownership

Identify duties of the trustee under state law

Additional information

Audience	Client-facing relationship managers (fiduciary advisors, portfolio managers, bankers, planners) who want to raise their client engagement acumen.
Length	Approximately 30 minutes
Credits	0.75 CTFA, CRSP, CCTS
Member Price	135.00
Non-Member Price	185.00
Course Number	ABA
Location	Online Self-Paced
Vendor	ABA
Course Code	ABA
Prerequisites	None
Day	Online