2024 Texas Trust School
Thank you for your interest in TBA’s 2024 Trust School! This widely recognized school provides an introduction to all facets of trust. The comprehensive curriculum reflects a broad spectrum of topics consistent with CTFA methodology. The program will establish a foundation of the functional areas of trust, provide requirements of state and federal law, identify key considerations for estate planning and the management of tax issues and offer insight for all areas of asset management. It will be held concurrent with Graduate Trust School to enable valuable networking and information sharing with other trust professionals.
This year the program has been approved by the ABA for Pre-Certification. More information will be available shortly!
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.
It is a wonderful continuing education opportunity for:
- Newcomers to the trust field
- Investment officers
- Financial planners
- Trust administrators
- Private bankers
- Assistant trust officers
- Trust counsel and attorneys
- Trust assistants
- Audit and compliance professionals
- Paralegals
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.