 Master of Trust and Wealth Management |
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39TH ANNUAL
SOUTHEASTERN TRUST SCHOOL JUNE 6-13, 2008
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| Registration Information & Application | Participant Comments | Faculty | Directions/Map | Cost | Trust Education Foundation |
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Course Descriptions |
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Fiduciary Law, Taxation, Estate Planning, Investments, Financial Planning, Selling/Relationship Management, Trust Administration, Employee Benefits, IRAs, Operations/Management of Specialty Assets, Compliance
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Fiduciary Law Analysis of fiduciary principles and the substantive law of trusts. Analysis includes fiduciary powers, duties, and liability, as well as regulatory provisions affecting the fiduciary business. |
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Taxation A study of the taxation issues in a fiduciary context: estate tax, gift tax, generation skipping tax and special valuation rules. Case study integrates the various concepts in a coherent fashion. |
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Estate Planning Integrated analysis of the estate planning process covering important issues, including: probate avoidance, property ownership, wills, trusts, powers of appointment, estate tax, charitable transfers, etc. |
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Investments Overview of the investment process for equities, fixed-income, and real estate. Discussion includes technical analysis, security trading, and key investment concepts (asset allocation, diversification, risk and return, etc.) |
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Financial Planning In-depth analysis of the financial planning process, from data gathering, the interview, analysis, implementation, through monitoring. |
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Selling/Relationship
Management Overview of trust services and the elements of a successful client relationship and sales effort. Discussion of the types of sales calls, as well as the competitive environment in which we serve our clients. |
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Trust Administration A review of the characteristics of trust business. Discussion includes estate administration, the various types of trusts and agency accounts, as well as guardianships and powers of attorney. |
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Employee Benefits Analysis of Qualified Retirement Plans as well as Non-Qualified plans. Tax treatment of distributions is discussed as well as fiduciary responsibilities and prohibited transaction rules. |
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IRAs Discussion of Individual Retirement Accounts and their role in financial and estate planning. Analysis will include: required distributions during the lifetime of the IRA owner, distributions after the death of the IRA owner, death before the required beginning date, and death on or after the required beginning date. |
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Operations/Management of Specialty Assets Overview of the role of trust operations and corporate trust, including basic services offered and breakdown of activities by organizational unit: accounting, securities processing, etc. Analysis of the special responsibilities involved in managing real estate and special assets. Analysis includes: appraisals and inspections, insurance, purchase and sale, rental properties, improvements and repairs, as well as environmental risk issues. An investigation of the risks of administering closely held businesses. Analysis includes valuation techniques, ethical issues, and role of Regulation 9. |
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Compliance Discussion of the audit function, formal examinations including the trust rating system, and the compliance function. |
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Inquiries should be directed to: Mr. Jimmy Witherspoon, Director
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| P.O. Box 218 Buies Creek, NC 27506, 1-800-334-4111 | |||||
