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Fiduciary & Trust… | Ethics
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Ethics for Fiduciaries
Course №:TD3-0204
Duration: 1 hour
Original Program Date: Thursday, December 18, 2008
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  Item Description | Pricing | Faculty | Course Materials
Item Description Back to top
This program will provide you guide to ethics for fiduciaries.  Among other topics the program will discuss the sources of ethical rules and principles and sources of common ethical challenges in trust administration, including working with beneficiaries.  The program will also concentrate on specific standards involving integrity, confidentiality and due diligence.  The program will end with a discussion of best practices for avoiding liability. 
 
  • Sources of ethical rules and principles for fiduciaries
  • Most common ethical disputes involving trusts and beneficiaries
  • Integrity and confidentiality standards
  • Diligence standards
  • Best practices for avoiding liability
 
The Institute of Certified Bankers
This program received the following breakdown of continuing education credit,
CTFA:       1.25
ETH:         1.25
To obtain continuing education credits, ICB members should submit their credits electronically at
http://www.icbmembers.org.

PricingBack to top
Each price provides online access for 12 months after purchase.
  • Member
$250.00 
  • Non-Member
$450.00 


Faculty Back to top
Daniel L. Daniels, Partner, Wiggin and Dana, LLP, Stamford, Connecticut
David T. Leibell, Partner, Stamford, Connecticut , Wiggin and Dana, LLP

Course Materials Back to top

icon_acrobatProgram Materials

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