Delaware Trust School



2008 Schedule

March 3 - 7
Personal Trust School II
(Registration Deadline: February 1st)

October 6 - 10
Personal Trust School I
Personal Trust School III
Corporate Trust School I
(Early Bird Registration Deadline: August 8th)
(Registration Deadline: September 12th)

Each year, thousands of financial professionals from over 1,600 financial institutions rely on Cannon Schools as the nation’s foremost resource for specialized, industry-specific training. Now, Cannon's Personal Trust Schools I, II and III are available in Delaware.

Cannon offers the most comprehensive, current and practical trust training available. With over forty years of trust training experience, Cannon delivers the most up-to-date and complex subject matter in an easy to understand, practical format. Their three part trust school provides comprehensive coverage of total trust related matters. Completion is rewarded with a graduation plaque. Completion of all these courses prepares graduates for the CTFA™ examination, which can be taken at the end of the third year for those who qualify. (Note: Trust I, II, and III levels are not basic, intermediate, and advanced classes; rather they are designed like law school where the courses build upon each other. Therefore, Trust I is not an introductory course and no exemptions are permitted from Trust I. Professionals with less than 2 years experience should begin with Trust Fundamentals. )

Who Should Attend:

• Personal Trust Administrative Officers
• Trust Business Development Officers
• Personal Trust Managers
• Trust Audit/Compliance Officers
• CTFA™ Candidates
• Professional Fiduciaries
• Attorneys and Paralegals
• Accountants
• Financial Planners
• Financial Consultants
• Financial Advisors

Key Benefits:

• Participants return to their institutions with practical information
  and skills immediately applicable to their job responsibilities
• Participants acquire a solid foundation of knowledge from which
  they can continue to grow professionally
• Participants become part of a network with other students and
  faculty members that will benefit them for years to come
• All courses are approved for banker education hours by the
  Institute of Certified Bankers (ICB)

The 2008 schedule for DBA/FEA Cannon Trust Schools is as follows:
Cannon Personal Trust School I - October 6 - 10, 2008
Cannon Personal Trust School II - March 3 - 7, 2008
Cannon Personal Trust School III - October 6 - 10, 2008

2009 Schedule (tentative):
March - Cannon Personal Trust School II
March - Cannon Corporate Trust School II

October - Cannon Personal Trust School I
October - Cannon Corporate Trust School I
October - Cannon Personal Trust School III
October - Cannon Corporate Trust School III

CANNON PERSONAL TRUST SCHOOL - I
October 6 - 10, 2008

Subjects Covered:

• Fiduciary Law - 2 hours
• Regulation 9 - 3 hours
• Property Law - 1 hour
• Principal and Income Law - 1 hour
• Estate and Gift Tax - 6 hours
• Fiduciary Income Tax - 3 hours
• Investments, Equities, Economics - 6 hours
• Estate Administration - 3 hours
• Agencies and Revocable Trusts - 2 hour
• Powers of Appointment - 2 hour
• Irrevocable Trusts (CRT, GRT, CLT, ILIT, QPERT, FLP) - 5 hours
• Account Administration - 4 hours

Personal Trust School I Registration Form

CANNON PERSONAL TRUST SCHOOL - II
March 3 - 7, 2008

Subjects Covered:

• Estate and Gift Tax Update - 2 hours
• Generation Skipping Transfer Tax - 6 hours
• Retirement Plans, Planning and IRA Rollovers - 4 hours
• Investments - Fixed Income, Inv. Companies - 8 hours
• Administrative and Tax Issues Case - 8 hours
• Fiduciary Liability and Tax Issues Analysis - 3 hours
• Marital Deduction Planning Issues - 4 hours
• Document Analysis - 3 hours

Personal Trust School II Registration Form

CANNON PERSONAL TRUST SCHOOL - III
October 6 - 10, 2008

Subjects Covered:

• Tax and Administrative Updates - 2 hours
• Planning with Offshore Trusts - 2 hours
• Income Tax; Individual and Fiduciary - 3 hours
• Investments - Portfolio Management - 4 hours
• Real Estate Administration - 2 hours
• Insurance - Life, Health, Disability, Property, and Casualty, Annuities and Medicare - 4 hours
• Marital Formulas and Funding - 4 hours
• Advanced Estate Planning Concepts - 4 hours
• Advanced Generation Skipping Tax - 3 hours
• Grantor Trust Techniques - 2 hours
• Hot Topics and Breaking News - 4 hours
• Irrevocable Trust Planning Case - 4 hours

Personal Trust School III Registration Form

CANNON CORPORATE TRUST SCHOOL - I
October 6 - 10, 2008

Subjects Covered:

• Introduction to Capital Markets- 1 hour
• Overview of Security Laws- 1 hour
• Corporate Securities- 1 hour
• Municipal Securities- 1 hour
• Overview of ABS and MBS - 2 Hours
• Trust Indenture Act- 1 hour
• Overview of Pooling and Services Agreement - 1 Hour
• Parties to Financing- 1 hour
• Overview of Trust Indenture- 1 hour
• Corporate Trustee- 2 hours
• Account Acceptance & Pre-Closing Process- 1 hour
• Funds and Accounts- 1 hour
• Document Review Case Study- 3 hours
• Investments- 1 hour
• Risk Management- 1 hour
• How Bond Deals are Put Together- 2 hours
• Agency Relationships- 2 hours
• Operations Processing Environment- 1 hours
• Credit Enhancements- 1 hour
• Defaults- 2 hours
• Transfer Registration of Securities- 2 hours
• Recordkeeping and Payment Functions- 2 hours
• Redemptions, Payments & Sinking Funds- 1 hour
• Corporate Securities- 1 hour
• Depositories and Book Entry- 1 hour
• Industry Update- 1 hour
• Review- 5 hours

Corporate Trust School I Registration Form