Introduction to Trusts - Online

Designed for banking professionals seeking to service the high net-worth market, this course explains the specific characteristics of trusts and the objectives that trusts can accomplish for high-net-worth individuals. It also explores the various types of trusts and their particular applications, concluding with the duties of a trustee.

This course replicates the content from lesson 1 of Overview of Trusts - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic
CPE Credits: 1

banking professionals seeking to service the high net-worth market
Students will be able to:
  • Recognize what a trust is and why it is created
  • Define and contrast types of fiduciary relationships
  • Identify descriptions of interested parties of a trust
  • Identify types of trustees, what they do, and how they are compensated
  • Recognize types of trust documents and their use
  • Identify what affects the term of the trust
Introduction to Trusts
  • Definition of a trust
  • Definition of a fiduciary relationship
  • Interested parties: Beneficiaries, Remaindermen and Trustees
  • The trust document and trust term