Basic Characteristics of a Trust


Basic Characteristics of a Trust defines what a trust is and explains the common features and benefits of a trust. It describes the steps that a client takes to create a trust. The course helps build an understanding of the value and protective nature of a trust. Through example, it explains the basic categories that trusts fall into, and details the different attributes that trusts have. This course also helps to answer client questions and match the needs of clients to a particular type of trust.


Audience: Trust officers with at least three years of personal trust experience who need a deeper understanding of technical trust concepts and how solutions work when applied to client needs.


Learning Objectives: 
After completing this course, students will be able to:

  • Explain the main features and benefits of trusts to clients 
  • Describe the trust creation process
  • Describe the different types of trusts