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 trust
administration for personal trusts and is designed to
help new trust professionals identify key issues and use
common trust terminology appropriately.
This course covers:
Trust
basics, including requirements to create a trust and
common types of personal trusts
Account acceptance
and termination considerations
Factors to consider
before making discretionary distributions
Who Should Attend:
Trust department and other bank staff who assist or refer
trust clients. No prior knowledge of the subject is required.
