The MBA Trust & Investment Services Division's purpose is to develop and advocate legislative positions, disseminate information among its members relative to the trust business, provide education in areas of mutual interest to its members through conferences and seminars, promote professionalism among the trust personnel in Michigan, and to enhance the public image of the Michigan trust industry. Join our LinkedIn Group here.
ABA Online Training for Wealth Management and Trust
BANK DIRECTOR TRAINING IN TRUSTS AND ESTATES - Webinar Series
MBA Trust Division is offering a webinar series on Bank Director Training in Trusts and Estates that Mark Harder, partner with Warner Norcross & Judd, has authored. The basic principles to be covered include the following: the kinds of fiduciary relationships; estate settlement; commonly encountered trusts; overview of fiduciary duties; divided responsibilities; prudent investor rule; principal and income act; breaches of fiduciary duties and mitigating risks; exercising distribution of powers; income taxation of trusts and estates; and roles of policies and processes.
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Save the Date: Midwest Trust and Wealth Management Conference, October 1-3, 2018, Plymouth, Michigan.
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ABA’s wealth management and trust online training helps bankers develop and deepen those client relationships through a relevant and flexible curriculum.
Banks will benefit as well-trained trust professionals attract and retain satisfied clients, providing the information, advice and education clients need.
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ABA Trust and Wealth Management Briefings