Trust Examiner School - September 2023

Internal Use Only

Discussion Topics

Account Line Sheets

Selection of Accounts

Discretionary / Non Discretionary

Types of Accounts

File Review

Custodian ERISA

15

Internal Use Only

Discussion Topics

Unique & Hard-to Value Assets

Self Directed IRAs

Special Needs Trust

Co Fiduciary Accounts

Stale Estates

Compliance

16