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University of Delaware - Alfred Lerner College of Business & Economics

By Lerner College March 15, 2018

In this video, faculty, employers and a current student share about the value of Lerner’s trust management program.

Video Transcript

Richard Jakotowicz: The type of students that are drawn to our program are students that have an interest in finance and investing, but also have an interest in law. Just being able to pick the best investments is not enough, you need to be able to pick the best investments and place them in vehicles that minimize taxes. The trust management minor helps student connect those two industries.

Jennifer McCloskey: Our program is designed with four basic substantive classes. Those four classes are a mix and an intersection between law, business and tax. So our students will get a foundation in trust law and other fiduciary entities. There’s no other school in the United States that offers a program like this.

Glenn Morley: This program is important because Delaware has a very well-established trust industry and we’re constantly starved for talent.

Sarah Long: So to be able to develop a feeder pattern of talent that has had experience, and that has had mentorships, internships, and is ready to be employed day one when they graduate; it doesn’t get any better than that.

Sophia Leslie, student: For me it’s sort of a personal side of money and finance and as an economics and finance double major, that’s something that I really love, because you get to deal with people more. You get to learn about how to work with them and how to manage their assets. Instead of looking at a whole big picture, you look at one person and what they worked their whole life for and how to help them protect that.

Jennifer McCloskey: Trusts are about relationships. And that’s what my students need to understand. That it’s really all about the relationships.

Sophia Leslie: I just want to say how glad I am about how I made this decision to join this program and I’m really thankful to be a part of the inaugural class just because I don’t think that I would have been given this opportunity if I went to any other school.