2024 Graduate Texas Trust School
Thank you for your interest in TBA’s 2023 Graduate Trust School! Our Graduate Trust School is a comprehensive, intermediate course designed to provide former Trust School students and other trust professionals a logical next step in their professional development. It offers quality education and valuable continuing education on fiduciary issues, planning, reducing liability and maximizing performance. The curriculum reflects a broad spectrum of topics consistent with CTFA methodology.
This year the program has been approved by the ABA for Pre-certification. More information will be available shortly!
Please check back here for updates.
When
Where
James M. Collins Executive Education Center
3150 Binkley Ave
Dallas, TX 75205
Note: For IRS reporting purposes, the food cost portion of your registration is approximately $200.
Cancellation Policy: An administrative fee of $50 will be charged for all cancellations received in writing on or before July 5, 2024. No refunds after this date; substitutions will be accepted.
Students who successfully complete Trust School, Graduate Trust School and related assignments, as well as professionals who otherwise meet certain requirements, can arrange to sit for the CTFA exam (additional fees apply).
- Trust officers
- Private bankers
- Trust managers
- Trust counsel/attorneys
- Trust tax specialists
- Paralegals
- Trust administrators
- Trust accountants
- Financial planners
Accommodations
*Note: Reservations should be made directly with the hotel. Hotel costs are not included in the registration fee.*
The Lumen Hotel
6101 Hillcrest Avenue, Dallas, TX 75205
Call: 844-888-4723 and identify yourself as a member of the “Texas Bankers Association” event.
CE Credits will be provided after the event. (CTFA, CPE, and MCLE).
Consent to use photographic images
Registration and attendance at, or participation in, this meeting constitutes an agreement by the registrant to TBA’s use and distribution (both now and in the future) of the registrant’s or attendee’s image or voice in photographs, video, electronic reproductions and audio of such event.
Email Opt-out
Because networking is a key benefit of participating in TBA events, email addresses are included on the registration lists provided to attendees. If you would like to exclude your email address from the registration list, please contact us.