This introductory seminar combines elements from the prior Trust Fundamentals, Estate Fundamentals, and Investment Fundamentals programs into an efficient two-day format. This cost-effective seminar is perfect for newcomers to the trust field, internal auditors, administrative assistants, business development officers, and anyone with a desire to understand “the basics.” 

Full registration fees will be refunded if written notice is received no later than August 17, 2026. After this date an administrative fee of $50 will be charged for all cancellations received in writing on or before September 4, 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].

Corporate hotel rates courtesy of TBA:

Stephen F. Austin

Marriott-owned properties

CitizenM (affordable option for tech savvy individuals)- PROMO CODE: TEON