Personal Trust Fundamentals & Financial Planning

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For many persons new to the trust department, it’s on-the-job training.  Trying to learn the basics of trust services can be a difficult and lengthy process, especially while working a full day and lacking the classroom learning experience.  Personal Trust Fundamentals and Financial Planning Principles is the answer!  This seminar accelerates professional development by providing an understanding of the principles, processes and terminology that apply universally to trust services.

Seminar Topics

• Estate Planning
  • The estate planning process
  • Pitfalls to estate planning
• Types of Assets and How They Are Owned
  • Types of property
  • Forms of property ownership
• Introduction to Gifting
  • Completed gift
  • Annual & lifetime exclusions
  • Non-Reportable gifts
• Wills and the Probate Process
  • Testacy vs. intestacy
  • Administration and settlement of an estate
• Personal Trusts
  • Definition of a trust
  • Types of personal trusts
  • Reasons for having a trust

Objectives
At the conclusion of this session, participants will be able to:

• Define estate planning and explain federal estate taxation;
• Compare types of property and forms of property ownership;
• Understand gifting & its purposes
• Describe a will; and
• Distinguish types of trusts, reasons for having one and their impact on estate taxation.

Who Should Attend
Trust Department Administrative Assistants and recently appointed Trust Officers will benefit significantly.  The seminar serves as an excellent refresher for experienced Trust Officers.

About Your Presenter
Monty P. Gregor, CLU, CFP, CTFA, is a former training manager for the Private Client Services Education Group of JPMorganChase.  Monty is a past faculty member of the former Chicagoland American Institute of Banking, where he taught courses on trust basics and estate planning.  He is  the author of the American Bankers Association (ABA) textbooks Trust Basics and Trust Operations.  Monty has written several magazine articles for the ABA and contributed to revisions of ABA trust training material.  He serves on the ABA's exam writing committee for the CTFA designation, and he is a faculty member of the ABA's National Trust Graduate School. 

ICB Continuing Education
The institute of Certified bankers (ICB) approved "Personal Trust Fundamentals & Financial Planning" held on 7/21/2010 for the following continuing education credits:

Designation            Credit
CTFA                       9.25
(FID                         7.25)
(Tax                         2)

"The institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial industry. Trust Fundamentals & Financial Planning Principles has been approved for 9.25 CTFA credits. CTFA credits should be distributed as follows: 7.25 FID, 2 TAX. This state should not be viewed as an endorsement of this program or its sponsors.”

Fees 
The following fees include the program, materials, continental breakfast, lunch and refreshments:

• $225 IBA Member
• $155 Additional IBA Member
• $450 Non-Members

Agenda
8:30 a.m. Registration & Continental Breakfast
9:00 a.m. Program Begins
12:30       Lunch (included)
1:00 p.m. Program Resumes
4:30 p.m. Program Adjourns

Location
IBA Center for Professional Development
6925 Parkdale Place
Indianapolis, IN 46254

The IBA Center for Professional Development is located on the westside of Indianapolis just off of I-465. From I-465 take the 38th Street West Exit (Exit 17). When you exit go west on 38th street. Turn north/right onto Eagle Creek Parkway and then east/right onto Parkdale Place. Our address is 6925 Parkdale Place, Indianapolis, IN 46254. Click here for a map and a list of local hotels. Dress is business casual.

Confirmation/Cancellation
Everyone who registers online will receive an e-mail confirmation after the registration is submitted. Within three or more business days prior to the day of an educational program, no cancellation charge will be assessed. Within two days prior, 50% of the fee is assessed. Refunds are not provided for cancellations or absences which occur on the day of the program. Substitutions are welcome at any time.