Trust Examiner School eBook

Internal Use Only

Session Learning Objectives: 1. Review Day One: Trust Examiner Training 2. Understand the role of pre-exam planning in risk scoping an exam 3. Discuss agency and/or joint exam approaches to pre-notification package

Internal Use Only

Session Learning Objectives: 4. Understand Trust Department and Trust Company structures Companies have additional rating components 6. Understand who regulates trusts 5. Recognize Trust