Basic Characteristics of a Trust

Trusts may come in all shapes and sizes and are created for a variety of reasons, but they have common features and benefits. This course will take you through the how and why of creating a trust – giving you the tools to match your client’s goals to the best trust vehicle.

Learning Objectives

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

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.

Course Credits

ICB Certifications: 1.0 CSOP, CTFA

ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate​.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code: ABA
Course / Seminar Start Date:
Course / Seminar Price: $175
Course / Seminar Location: