The Personal Trust Curriculum Level 1, also known as
Building Trust Expertise, is a self study program
specifically designed to teach the important concepts,
correct terminology, and relevant issues of the trust
business. The materials allow the students to move
through the course at his or her own pace and can be
used later as reference materials.
The program is divided into
three modules covering trust administration, taxation
and estate planning, and investment management. This module provides an overview of the taxation
and estate planning issues that affect personal trusts.
This course covers:
Income tax
The role of transfer taxes in trust
management
Basic estate planning, including the
use of the marital deduction
Who Should Attend:
Trust department and other bank staff who assist or refer
trust clients. No prior knowledge of the subject is required.
