P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Introduction to Trust Administration
Course Description: Introduction to Trust Administration 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. It covers trust basics, including requirements to create a trust and common types of personal trusts; account acceptance and termination considerations; and factors to consider before making discretionary distributions. Audience: New trust administrators, trust associates, private bankers, trust tax professionals, trust compliance officers, business development officers and trust operations officers who work in the trust department. Learning Objectives: After completing this program, you will be able to:   • Explain how property ownership impacts trusts   • Explain basic trust concepts and terminology   • Discuss personal trusts   • Describe account acceptance and termination procedures   • Explain the considerations for discretionary distributions Course Credits: AIB: 0.50 ; ICB: 2.5 CTFA/FID, CCTS, CSOP; CFP: 1.0 Prerequisites: None Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $335   •   NonMembers $450       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association