Trust Education

The Delaware Bankers Association has produced a 9-part series focused on the foundational elements of Trust Management and Administration. Topics range from Reading and Interpreting a Trust Document, to Administration of a Trust, to BSA and Patriot Act Best Practices, to Income and Gift Tax Planning, and so on. These sessions, over 12 hours of instruction by top professionals in the industry, are now available in synchronized audio slide format with supporting materials on one flash drive. Approved for a total of 22.5 CTFA Credits (2.5 credits per session) from the ABA Institute of Certified Bankers!

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