Trust Seminar

Trust Seminar

This seminar is designed for bank trust administrators, trust sales, compliance officers and any bank employee wanting to learn more about fiduciary law, trust basics and fiduciary liability. Trust accounts reside in many banks and trust organizations and often represent one of the most profitable divisions within an institution. While experienced professionals are essential, strong controls and diligent oversight are equally critical to ensure trusts are administered properly and responsibly.

Join this informative session for a comprehensive look at trusts from A to Z — covering everything from trust creation and administration to final distribution. You’ll gain practical insight, clearer understanding, and the confidence to navigate every stage of the trust lifecycle. Some areas of focus are:

  • What are the types of trusts and why are they established?
  • Trustee cautions when accepting trusts
  • Trust Administration – the good, bad, and the ugly!
  • Compliance considerations and taxation
  • Challenges for trustees
  • Industry best practices

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Once online registration closes, please contact CBAI at 800/736-2224 to register.
When
6/11/2026
Where
Shazam Education Center 901 Community Drive Springfield 62703

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