OVERVIEW
Santa Fe Trust is dedicated to serving the most well-informed trust clients and knowledgeable financial and
professional trust advisors in our industry. For this purpose, SFT is providing selected educational and training
information for the use of those with whom we do business to help them better understand the nature of trusts in
general and trust administration in particular. Examples of information to be offered here are:
- Our upcoming Santa Fe Trust "Trust Schools" for professional advisors;
- Our historical and upcoming "webinars" (online seminars) concerning trust topics of interest to both professional advisors and their clients;
- Topical articles about trusts of interest to both our trust clients and their professional advisors;
- On-line, self-study training materials regarding the promotion, design, funding and administration of various trust types; and
- The availability of our staff to make in person presentations to various groups about trusts and trust planning.
So check back often.
The following links comprise the latest educational offerings and materials we currently have posted:
SFT Trust School
Trust School Agenda
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