Thank you for your interest in Wealth Management and Trust's 2026 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! 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
Click here to see the full schedule.
Accommodations
*Note: Reservations should be made directly with the hotel. Hotel costs are not included in the registration fee.*
Hotel Information
The Graduate Hotel
6101 Hillcrest Avenue
Dallas, TX 75205
Click here to book your hotel.
Note: For IRS reporting purposes, the food cost portion of your registration is approximately $200.
Cancellations
Full registration fees will be refunded if written notice is received no later than May 29th, 2026. After this date an administrative fee of $50 will be charged for all cancellations received in writing on or before July 6, 2026. There is no refund after this date. Extenuating circumstances are reviewed on an individual basis. Substitutions are permitted without added cost or penalty. Please email [email protected].
Continuing Education
CE Credits will be provided after the event. (CTFA, CPE, and MCLE).
Registering Someone Else?
Click Register Someone Else and select their name from the drop-down list. To add a new contact, please complete the entire form.
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.