Minor in Trust Management

The field of trust management encompasses legal, tax, accounting, investment and financial topics pertaining to managing trusts. In the trust management minor, you’ll learn how to build and maintain relationships with trust clients and corporate partners in the field of high net-worth planning. You’ll study strategies for efficient intergenerational transfer of wealth and achieving clients’ personal estate planning, philanthropic and financial goals. This unique learning opportunity is not available at many other universities.

Through the minor coursework and internship, you’ll build a foundation of skills and experience for a career in the areas of tax, finance or law in the trusts and estates field.

The trust management minor is open to all UD students (non-Lerner students must complete prerequisite courses).

You’ll prepare for jobs like:

• Trust administrator
• Wealth planner
• Relationship manager
• Trust officer
• Compliance officer
• Fiduciary tax advisor
• Fiduciary investment manager

Program Highlights

Internship

Every student completes an internship with a financial institution. The internship gives you valuable experience in the field of trusts and wealth management.

Trust Management Minor Mentor Program

Our mentoring program connects students and trust industry professionals. Visit the Trust Management Minor Mentoring Program page to learn more about the program or enroll as a student mentee or professional mentor.

Program Requirements

For the most accurate and up-to-date degree requirements, visit UD’s course catalog. Under the Department of Finance, select “Display Programs” to find your degree and view course options and sequencing.

Learn More

Dawn Sutphin
sutphind@udel.edu

Admissions Information

Learn more about undergraduate admissions requirements, deadlines, tuition and financial aid available to you.