Trust Seminar - Virtual

trust

Nov 15 - Nov 16, 2022

Trust Seminar - Virtual

Expand the wealth management services offered to your bank's clients by learning about what is required to establish, administer, and manage a trust program in your bank.


Nov. 15-16

Agenda draft - final agenda to be finalized soon:

Trust Overview
-Terminology
-Types of Trusts

Trust Administration
-Establishing a Trust Department
-Fees & Pricing
-Legal Concepts
-Property & Disbursements
-Termination

Trust Management
-Ethics
-Risk Management
-Violations & Penalties
-Tax considerations

Investment & Wealth Management Strategies
-Estate Planning
-Investments & Investment Decisions

Additional Trust Management Services
-Specialization in specific asset types

ICBA Member Early-Bird: $595
ICBA Member after Oct. 14, 2022: $695
Nonmember: $795
Nonbanker: $1,195 

Bank Director Program ICBA Member: $495
Bank Director Program Nonmember: $595

NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance.  For more information, call 800-422-7285. 

This event will be offered virtually via livestream. Upon registration the individual who registered will receive an email with technical requirements and instructions to participate.

12

Avatar Man
To Be Announced

Who Should Attend: Presidents, chief credit officers, senior lenders, loan review personnel, and directors
Prerequisites: Basic knowledge of banking. 
Advanced Preparation: None
Program Level: Intermediate 
Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

Printable Registration Form

 

REGISTRATION CANCELLATION
If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued once the bank has received event materials or after the event start date.

Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

CONSENT TO USE OF PHOTOS & VIDEO CONTENT
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.