Real-World Vs. Book Learning

Traditionally trust professionals needed little more than a degree in business or law. But today's competitive environment demands a wider range of knowledge. A recent survey of 355 trust managers and officers in Texas found that they think 18 subject areas and 23 skills are now essential. The breadth is impressive: from familiarity with types of trusts to estate planning, financial planning, accounting

Traditionally trust professionals needed little more than a degree in business or law. But today's competitive environment demands a wider range of knowledge.

A recent survey of 355 trust managers and officers in Texas found that they think 18 subject areas and 23 skills are now essential. The breadth is impressive: from familiarity with types of trusts to estate planning, financial planning, accounting and probate. On the administrative side, the respondents say they need to know suc

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

TAGS: Archive
Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish